LIBERTY WEALTH ADVISORS, LLC

LIBERTY WEALTH ADVISORS, LLC of STAMFORD, CT is an SEC-registered investment adviser (CRD 161997). Regulatory assets under management: $184.3M.

Registration

• CRD: 161997
• SEC file number: 801-76718
• Type: Registered investment adviser
• Location: 707 SUMMER STREET, 4TH FLOOR, STAMFORD, CT, 06901
• Phone: 203-323-6666
• Latest filing: 2021-03-30
• Regulatory AUM: $184.3M
• Discretionary AUM: $32.0M
• Non-discretionary AUM: $152.3M
• Clients: 4
• Accounts: 439

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 161997 on SEC IAPD (source of record)
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