# LIBERTY WEALTH MANAGEMENT, LLC

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

## Registration

- CRD: 147860
- Type: SEC-registered investment adviser
- SEC file number: 801-69691
- Location: 1811 EAST GARRY AVENUE, SANTA ANA, CA, 92705
- Phone: 949-724-8848
- Latest filing: 2012-07-17
- Regulatory AUM: $45.0M
- Non-discretionary AUM: $45.0M
- Clients: 1
- Accounts: 67

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| LATIN RONALD STANLEY | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/147860/brochure
- Similar advisers: https://search.stillhousedata.com/firm/147860/similar
- Related entities: https://search.stillhousedata.com/firm/147860/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/147860

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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.