# LIBERTY WEALTH ADVISORS, LLC

LIBERTY WEALTH ADVISORS, LLC of STAMFORD, CT is an SEC-registered investment adviser.

## Registration

- CRD: 161997
- Type: SEC-registered investment adviser
- SEC file number: 801-76718
- 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)

| Name | Role | Location |
| --- | --- | --- |
| PARRY RICHARD MICHAEL | CHIEF COMPLIANCE OFFICER; OWNER; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| GLADNEY JAMES SCOTT | OWNER; TRUSTEE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/161997/brochure
- Similar advisers: https://search.stillhousedata.com/firm/161997/similar
- Related entities: https://search.stillhousedata.com/firm/161997/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/161997

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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.