Liberty Wealth Management Llc

Entity
Company
Business address
411 30 Th Street, 2 Nd Floor, 94609 Oakland, CA
Phone
510-658-1880
State of incorporation
CA
Fiscal year end
December 31
Signature 13F
Candace Hamilton - Chief Compliance Officer
All SEC filings
View on sec.gov
Liberty Wealth Management Llc has filed 30 SEC EDGAR filings since 3/26/2019

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
N-PX Open Document Open Filing Aug 1, 2025 Jun 30, 2025 028-19450
13F-HR Open Document Open Filing Aug 1, 2025 Jun 30, 2025 028-19450
13F-HR/A Open Document Open Filing May 12, 2025 Mar 31, 2025 028-19450
13F-HR Open Document Open Filing May 9, 2025 Mar 31, 2025 028-19450
13F-HR Open Document Open Filing Feb 10, 2025 Dec 31, 2024 028-19450
13F-HR Open Document Open Filing Nov 4, 2024 Sep 30, 2024 028-19450
N-PX Open Document Open Filing Aug 7, 2024 Jun 30, 2024 028-19450
13F-HR Open Document Open Filing Aug 7, 2024 Jun 30, 2024 028-19450
13F-HR Open Document Open Filing May 3, 2024 Mar 31, 2024 028-19450
13F-HR Open Document Open Filing Feb 9, 2024 Dec 31, 2023 028-19450
13F-HR Open Document Open Filing Nov 13, 2023 Sep 30, 2023 028-19450
13F-HR Open Document Open Filing Aug 10, 2023 Jun 30, 2023 028-19450
13F-HR Open Document Open Filing May 3, 2023 Mar 31, 2023 028-19450
13F-HR Open Document Open Filing Nov 15, 2022 Sep 30, 2022 028-19450
13F-HR Open Document Open Filing Aug 15, 2022 Jun 30, 2022 028-19450
13F-HR Open Document Open Filing May 9, 2022 Mar 31, 2022 028-19450
13F-HR Open Document Open Filing Feb 15, 2022 Dec 31, 2021 028-19450
13F-HR Open Document Open Filing Nov 15, 2021 Sep 30, 2021 028-19450
13F-HR/A Open Document Open Filing Aug 13, 2021 Jun 30, 2021 028-19450
13F-HR Open Document Open Filing Aug 13, 2021 Jun 30, 2021 028-19450
13F-HR Open Document Open Filing May 17, 2021 Mar 31, 2021 028-19450
13F-HR Open Document Open Filing Feb 9, 2021 Dec 31, 2020 028-19450
13F-HR Open Document Open Filing Nov 5, 2020 Sep 30, 2020 028-19450
13F-HR Open Document Open Filing Aug 4, 2020 Jun 30, 2020 028-19450
13F-HR Open Document Open Filing Apr 27, 2020 Mar 31, 2020 028-19450
13F-HR Open Document Open Filing Feb 5, 2020 Dec 31, 2019 028-19450
13F-HR Open Document Open Filing Oct 30, 2019 Sep 30, 2019 028-19450
13F-HR Open Document Open Filing Jul 30, 2019 Jun 30, 2019 028-19450
13F-HR Open Document Open Filing Apr 18, 2019 Mar 31, 2019 028-19450
13F-HR Open Document Open Filing Mar 26, 2019 Dec 31, 2018 028-19450