Liberty Wealth Managers LLC
● SEC registered since 2022CRD 322131SEC# 801-126337New York, NY
Reg. AUM
$59.9M
Employees
2
Accounts
122
Location
New York, NY
Liberty Wealth Managers LLC assets under management
Liberty Wealth Managers LLC is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2022. It reports $59.9 million in regulatory assets under management and employs 2 people.
Liberty Wealth Managers LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Lucio Christopher Ventrella Control | Ceo, Expat Client Director, And Chief Compliance Officer | Over 75% | 2022 |
Frequently asked questions
How much does Liberty Wealth Managers LLC manage?
Liberty Wealth Managers LLC reports $59.9 million in regulatory assets under management on its Form ADV.
How many employees does Liberty Wealth Managers LLC have?
Liberty Wealth Managers LLC reports 2 employees.
Where is Liberty Wealth Managers LLC located?
Liberty Wealth Managers LLC is based in New York, NY and has been SEC-registered since 2022.
Does Liberty Wealth Managers LLC disclose fund performance?
Liberty Wealth Managers LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1185 Avenue of the Americas, 3rd Floor, New York, NY 10036 |
| Phone | 267-864-8259 |
| Office hours | By Appointment |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$59.9M▼ 2%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 96%
Larger than 4% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$59.9Mregulatory AUM
Discretionary $0Non-discretionary $59.9M