LIBERTY WEALTH MANAGEMENT, LLC

LIBERTY WEALTH MANAGEMENT, LLC of SANTA ANA, CA is an SEC-registered investment adviser (CRD 147860). Regulatory assets under management: $45.0M.

Registration

• CRD: 147860
• SEC file number: 801-69691
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 147860 on SEC IAPD (source of record)
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