# LIBERTY WEALTH MANAGEMENT, LLC

LIBERTY WEALTH MANAGEMENT, LLC of OAKLAND, CA is an SEC-registered investment adviser.

## Registration

- CRD: 106036
- Type: SEC-registered investment adviser
- SEC file number: 801-64934
- Location: 411 30TH ST, 2ND FLOOR, OAKLAND, CA, 94609
- Phone: 510-658-1880
- Latest filing: 2018-07-16
- Regulatory AUM: $356.8M
- Discretionary AUM: $1.3M
- Non-discretionary AUM: $355.5M
- Clients: 23
- Accounts: 94

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Brown A Scott | CFO/FINOP | New York, NY |
| BARRETT THOMAS JOSEPH | CFO/FINOP | — |
| SMITH RAYMOND HILL JR | ROP, FINOP | — |
| HOLLANDER DAVID J | GENERAL MANAGER; GENERAL MANAGER, CHIEF COMPLIANCE OFFICER; PRESIDENT (+1 more) | — |
| BOCHAT KENNETH FRANKLIN | GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | — |
| HSU DAVID CHENG-WEI | CHIEF COMPLIANCE OFFICER | — |
| TRIPP JASON LYNN | CHIEF COMPLIANCE OFFICER | — |
| AZARY DENNIS MICHAEL | CHIEF COMPLIANCE OFFICER; FINOP/CHIEF COMPLIANCE OFFICER | — |
| SMITH EDWARD MERRILL | ROP, FINOP | — |
| GUIDI RON L | CHIEF OPERATING OFFICER/CO-CHIEF COMPLIANCE OFFICER | — |
| OHEARN NANCY ANN | CHIEF COMPLIANCE OFFICER; CONSULTANT/ CO-CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106036/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106036/similar
- Related entities: https://search.stillhousedata.com/firm/106036/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106036

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.