LIBERTY WEALTH MANAGEMENT, LLC of OAKLAND, CA is an SEC-registered investment adviser (CRD 286001). Regulatory assets under management: $1.7B.
Compensation: % of AUM, Hourly, Fixed, Performance, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.
| 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 | — |