Liberty Wealth Management, Llc
- Regulatory AUM
- $1.7B
- Discretionary
- $1.6B
- Clients
- 1,554
- Avg AUM / client
- $1.1M
- Accounts
- 4,338
- Employees
- 43
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 515 | $379M | 22.0% |
| High net worth individuals | 995 | $1.3B | 74.8% |
| Pension and profit sharing plans | 29 | $26.9M | 1.56% |
| Corporations and other businesses | 15 | $28.7M | 1.66% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $7.0M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Liberty Alternative Asset Management, Llc feeder | Other Private Fund | Delaware | $7.0M | 32 |
People (25)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David James Hollander | Chairman/Founder | May 2018 (8y) | 75% or more | |
| Sullivan, Heidi, Mae | Controller | Jun 2019 (7y) | Less than 5% | |
| Candace Carole Hamilton | Chief Compliance Officer | Oct 2022 (4y) | Less than 5% | |
| Charles Nicholas Moore | Registered representative | May 2018 (8y) | ||
| Daniel Dean Ross | Registered representative | CFP | May 2018 (8y) | |
| Kelvin J Kwan | Registered representative | May 2018 (8y) | ||
| Michael Terrence Hullen | Registered representative | CFP Personal Financial Specialist | May 2018 (8y) | |
| Matthew Del Junco | Registered representative | May 2018 (8y) | ||
| Stanislav Godsky | Registered representative | CFP | May 2018 (8y) | |
| Adam John Mc Nulty | Registered representative | CFP | May 2018 (8y) | |
| David Lawrence Hedger | Registered representative | CFP Chartered Financial Consultant | May 2018 (8y) | |
| Nicholas Alexander Del Junco | Registered representative | Nov 2018 (8y) | ||
| Stephen Ernest Mantzouris | Registered representative | Aug 2019 (7y) | ||
| Steven Samuel Christensen | Registered representative | Jan 2020 (7y) | ||
| David Sean Gillimore | Registered representative | Mar 2022 (4y) | ||
| Claire Danielle Hollander | Registered representative | Apr 2022 (4y) | ||
| Jared Wegrzyn | Registered representative | Nov 2022 (4y) | ||
| Kameron Ray Jackson | Registered representative | Feb 2023 (3y) | ||
| Brett Michael Wippler | Registered representative | Jun 2024 (2y) | ||
| Jordan Johal | Registered representative | Nov 2024 (2y) | ||
| Kenneth William Henson | Registered representative | CFP | Nov 2024 (2y) | |
| Adrian Marcel Azofeifa | Registered representative | Jul 2025 (1y) | ||
| Philip Rontell | Registered representative | Aug 2025 (1y) | ||
| Lucas Mc Nulty | Registered representative | Sep 2025 (1y) | ||
| Nickolas Bowers | Registered representative | Nov 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $7.0M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Liberty Alternative Asset Management, Llc | Other Private Fund | $7.0M | $250K | 32 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/20/2026 | 1.39 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
- • Other fees
- • THIRD-PARTY MANAGEMENT PROGRAM
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $1.2B (69% of AUM) Jul 2026
- Charles Schwab & Co. $17.4M (1% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 20, 2026.
View current Form ADV (SEC/IAPD) ↗