# LIBERTY WEALTH MANAGEMENT, LLC

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

## Registration

- CRD: 286001
- Type: SEC-registered investment adviser
- SEC file number: 801-112351
- Location: 411 30TH STREET, 2ND FLOOR, OAKLAND, CA, 94609
- Phone: 510-903-5489
- Latest filing: 2026-07-20
- Regulatory AUM: $1.7B
- Discretionary AUM: $1.6B
- Non-discretionary AUM: $162.7M
- Clients: 43
- Accounts: 4,338

## Business model

- Compensation: % of AUM, Hourly, Fixed, Performance, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| David James Hollander | CHAIRMAN/FOUNDER | — |
| Heidi Mae Sullivan | CONTROLLER | — |
| Candace Carole Hamilton | CHIEF COMPLIANCE OFFICER | — |
| BARRETT THOMAS JOSEPH | CHIEF FINANCIAL OFFICER | — |
| HOLLANDER DAVID JAMES | CHAIRMAN/FOUNDER; PRESIDENT/MANAGING MEMBER | — |
| CANNIZZARO JEFFREY SCOTT | CHIEF COMPLIANCE OFFICER | — |
| HOLLANDER DAVID J | PRESIDENT; PRESIDENT/MANAGING MEMBER | — |
| HAMILTON CANDACE CAROLE | CHIEF COMPLIANCE OFFICER | — |
| GUIDI RON L | CHIEF COMPLIANCE OFFICER | — |
| TAYLOR DREW WAYNE | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | — |
| Cooper Donna Lynne | CHIEF COMPLIANCE OFFICER | — |
| Gutwald Melissa | CONTROLLER | — |
| OHEARN NANCY ANN | CONSULTANT | — |
| Sullivan Heidi Mae | CONTROLLER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/286001/brochure
- Similar advisers: https://search.stillhousedata.com/firm/286001/similar
- Related entities: https://search.stillhousedata.com/firm/286001/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/286001

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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.