# LIBERTY WEALTH MANAGERS LLC

LIBERTY WEALTH MANAGERS LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 322131
- Type: SEC-registered investment adviser
- SEC file number: 801-126337
- Location: 1185 AVENUE OF THE AMERICAS, 3RD FLOOR, NEW YORK, NY, 10036
- Phone: 267-864-8259
- Latest filing: 2026-03-31
- Regulatory AUM: $59.9M
- Non-discretionary AUM: $59.9M
- Clients: 2
- Accounts: 122

## Business model

- Compensation: % of AUM, Other
- Clients served: High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Lucio Christopher Ventrella | CEO, EXPAT CLIENT DIRECTOR, AND CHIEF COMPLIANCE OFFICER | — |
| VENTRELLA LUCIO CHRISTOPHER | CEO, EXPAT CLIENT DIRECTOR, AND CHIEF COMPLIANCE OFFICER; CEO, EXPAT CLIENT DIRECTOR, AND CHIEF COMPLIANCE OFFICERR; EXPAT CLIENT DIRECTOR AND CHIEF COMPLIANCE OFFICERR (+1 more) | — |


## Branch offices (4)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 267-864-8259 |
| SOMERSET | — | 1 | 212-461-1883 |
| — | — | 1 | 267-864-8259 |
| SOMERSET | — | 1 | 212-461-1883 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/322131/brochure
- Similar advisers: https://search.stillhousedata.com/firm/322131/similar
- Related entities: https://search.stillhousedata.com/firm/322131/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/322131

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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.