# LIBERTY WEALTH ADVISORS, LLC

LIBERTY WEALTH ADVISORS, LLC of NAPLES, FL is an SEC-registered investment adviser.

## Registration

- CRD: 107774
- Type: SEC-registered investment adviser
- SEC file number: 801-56681
- Location: 4851 TAMIAMI TRAIL N., SUITE 200, NAPLES, FL, 34103
- Phone: 800-4483550
- Latest filing: 2022-06-24
- Regulatory AUM: $1.8B
- Discretionary AUM: $1.6B
- Non-discretionary AUM: $160.0M
- Clients: 14
- Accounts: 2,090

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| FERRI RICHARD ALAN | CEO, CHIEF COMPLIANCE OFFICER, DIRECTOR OF RESEACH; CEO, DIRECTOR OF RESEACH; CEO & DIRECTOR OF RESEARCH (+6 more) | — |
| SALASKE SCOTT C | CFO, COO, CLO; PRESIDENT, CFO, COO, CLO; PRESIDENT & CHIEF COMPLIANCE OFFICER (+3 more) | — |
| WATSON WILLIAM ROBERT | CHIEF INVESTMENT OFFICER | — |
| GLADNEY JAMES SCOTT | CHAIRMAN AND CHIEF EXECUTIVE OFFICER; CHAIRMAN AND MANAGING PARTNER; TRUSTEE | — |
| BERGMANN JOHN R | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER/OPERATING OFFICER | — |
| BERGMANN JOHN ROBERT | CHIEF FINANCIAL OFFICER/CHIEF OPERATING OFFICER; CHIEF FINANCIAL OFFICER/OPERATING OFFICER; PRESIDENT (+1 more) | — |
| Affatato Florence Anne | GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | — |
| SALASKE SCOTT CHRISTOPHER | PRESIDENT & CHIEF COMPLIANCE OFFICER; PRESIDENT, CHIEF COMPLIANCE OFFICER, MEMBER | — |
| BENNYHOFF DONALD GEORGE | CHIEF INVESTMENT OFFICER; INVESTMENT COMMITTEE CHAIRMAN AND DIRECTOR OF INVESTOR EDUCATION | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107774/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107774/similar
- Related entities: https://search.stillhousedata.com/firm/107774/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107774

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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.