LIBERTY WEALTH MANAGERS
LIBERTY WEALTH MANAGERS LLC Legal Name
Adviser information for LIBERTY WEALTH MANAGERS last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New Jersey, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 130 | $58.3M |
| Total | 130 | $58.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 97 | $26.0M |
| HNW Individuals | 25 | $32.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMSETUP FEES PAID ON TRANSFER OF ASSETS FROM PRODUCT PROVIDER |
Identifiers
| SEC RIA File Number | 801-126337 |
|---|---|
| SEC ERA File Number | 801-126337 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 322131 |
| Legal Entity Identifier | None |
Principal Office
1185 AVENUE OF THE AMERICAS3RD FLOOR
NEW YORK
NY
United States
Monday - Friday, BY APPOINTMENT
Tel: 267-864-8259, Fax: None
Chief Compliance Officer
LUCIO VENTRELLA
CEO AND EXPAT CLIENT DIRECTOR
1185 AVENUE OF THE AMERICAS
3RD FLOOR
NEW YORK
NY
United States
Tel:
267-864-8259
L****@************************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| VENTRELLA, LUCIO, CHRISTOPHER | Individual | – | CEO, EXPAT CLIENT DIRECTOR, AND CHIEF COMPLIANCE OFFICER | 05/2022 | > 75% |