Liberty Wealth Management, LLC

Liberty Wealth Management provides portfolio management and financial planning services primarily to individual and high‑net‑worth clients, and also works with charitable organizations. The firm manages about $46.5 million for roughly three dozen clients through a single‑advisor practice and offers advice on mutual funds, equities, fixed income, ETFs (including precious‑metals ETFs), treasury inflation‑protected bonds, private placements, and venture capital funds.

The firm’s investment approach is grounded in modern portfolio theory and uses both long‑term and short‑term trading; it commonly implements client programs via independent managers and the SEI platform. Notably, LWM’s assets are managed on a non‑discretionary basis and clients typically enter into separate agreements with independent managers or SEI, while the adviser provides initial and ongoing oversight rather than exercising trading discretion or custody.

Compared with peers, LWM is unusual in reporting essentially all assets as non‑discretionary (Non‑discretionary Amounts: $46,544,400; Discretionary Amounts: $0.00) and in requiring clients to establish accounts at SEI Private Trust Company as the qualified custodian, a relationship that the firm discloses brings economic benefits and platform services. The combination of a small advisory team, relatively high AUM per advisor, and access to less commonly used investments (private placements, venture capital and precious‑metals ETFs) distinguishes its service mix among supported firms.