Liberty Wealth Management, LLC
● SEC registered since 2018CRD 286001SEC# 801-112351Oakland, CA
Ranks #2,348 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.73B
Fund GAV
$5M
Private funds
1
Employees
43
Accounts
4,338
Location
Oakland, CA
Liberty Wealth Management, LLC assets under management
Liberty Wealth Management, LLC is an investment advisory firm registered with the SEC based in Oakland, CA. The firm has been registered since 2018. It reports $1.7 billion in regulatory assets under management and employs 43 people. Liberty Wealth Management, LLC manages 1 private fund with combined gross assets of $5 million, including Liberty Alternative Asset Management, LLC. By regulatory assets, it ranks 2,348 of 6,004 private fund managers.
Liberty Wealth Management, LLC private funds
1 funds · $5M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Liberty Alternative Asset Management, LLC | Other Private | $5M | $250K |
Liberty Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Candace Carole Hamilton | Chief Compliance Officer | Under 5% | 2022 |
| David James Hollander Control | Chairman/Founder | Over 75% | 2018 |
| Heidi Mae Sullivan Control | Controller | Under 5% | 2019 |
Frequently asked questions
How much does Liberty Wealth Management, LLC manage?
Liberty Wealth Management, LLC reports $1.7 billion in regulatory assets under management on its Form ADV.
How many private funds does Liberty Wealth Management, LLC manage?
Liberty Wealth Management, LLC manages 1 private funds with combined gross assets of $5 million.
How many employees does Liberty Wealth Management, LLC have?
Liberty Wealth Management, LLC reports 43 employees.
Where is Liberty Wealth Management, LLC located?
Liberty Wealth Management, LLC is based in Oakland, CA and has been SEC-registered since 2018.
Does Liberty Wealth Management, LLC disclose fund performance?
Liberty Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 411 30th Street, 2nd Floor, Oakland, CA 94609 |
| Phone | 510-903-5489 |
| Fax | 510-658-1886 |
| Office hours | 8a.m. - 5p.m., Pst |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.73B▲ 41%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 24%
Larger than 76% of 16,271 advisers
AUM vs fund managersTop 39%
Larger than 61% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 13%
More than 87% of 16,825 advisers
Assets under management
$1.73Bregulatory AUM
Discretionary $1.56BNon-discretionary $162.7M