Liberty Wealth Management, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

286001

SEC number

801-112351

Firm type

RIA

Assets under management

$1.7B as of May 29, 2026

Website

www.instagram.com/libertygroupllc ↗

Phone

510-903-5489

Address

411 30th Street, Oakland, CA, 94609

Advisors at this firm

24 in our index · page 1 of 1

• Adrian Marcel AzofeifaCRD 8125617 · Oakland, CA
  IA Registered
• Nickolas BowersCRD 7967116 · Oakland, CA
  IA Registered
• Steven Samuel ChristensenCRD 4676388 · Mooresville, NC
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Nicholas Alexander Del JuncoCRD 6901061 · Newport Beach, CA
  IA Registered
• David Sean GillimoreCRD 4297439 · Larkspur, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Stanislav GodskyCRD 6561579 · Oakland, CA
  IA RegisteredBroker
• Candace Carole HamiltonCRD 3013169 · Oakland, CA
  IA RegisteredRegistration inactive
• David Lawrence HedgerCRD 2017668 · Roseville, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Kenneth William HensonCRD 6300713 · San Francisco, CA
  IA RegisteredRegistration inactive
• David James HollanderCRD 2493724 · Oakland, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Michael Terrence HullenCRD 1614485 · Roseville, CA
  IA RegisteredBroker
• Claire Danielle HollanderCRD 7327059 · Oakland, CA
  IA Registered
• Kameron Ray JacksonCRD 7493598 · Oakland, CA
  IA Registered
• Jordan JohalCRD 6396617 · Oakland, CA
  IA Registered
• Kelvin J KwanCRD 5523072 · Roseville, CA
  IA RegisteredBroker
• Stephen Ernest MantzourisCRD 4616409 · Oakland, CA
  IA RegisteredRegistration inactive
• Charles Nicholas MooreCRD 2826662 · San Francisco, CA
  IA RegisteredRegistration inactive
• Adam John McnultyCRD 1859417 · Oakland, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Lucas McnultyCRD 8158114 · Oakland, CA
  IA Registered
• Philip RontellCRD 8130879 · Oakland, CA
  IA Registered
• Daniel Dean RossCRD 3130209 · Sacramento, CA
  IA RegisteredRegistration inactive
• Jared WegrzynCRD 7032292 · San Francisco, CA
  IA Registered
• Brett Michael WipplerCRD 7858010 · Oakland, CA
  IA Registered
• Matthew Del JuncoCRD 6335590 · Newport Beach, CA
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.