Liberty Wealth Management LLC
Legal Name: LIBERTY WEALTH MANAGEMENT, LLC
411 30TH STREET, 2ND FLOOR, OAKLAND, CA
510-658-1880
http://www.libertygroupllc.com
Frequently Asked Questions (FAQ)
Full Contact Details
Liberty Wealth Management LLC
411 30TH STREET, 2ND FLOOR, OAKLAND, CA
510-658-1880
510-658-1886
Other Info
Liberty Wealth Management is a limited liability company with a team of 22 employees, 15 of which offer advisory services. It currently serves 32 clients and has been approved by the SEC as a registered entity since January 19, 2018.
California Financial and Retirement Planning - Fiduciary Wealth Advisors
We are retirement specialists focused on the intersection between financial and retirement planning, tax strategies, and estate planning.
Direct Owners
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DAVID JAMES HOLLANDER
CHAIRMAN/FOUNDER owns 75% or more
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DREW WAYNE TAYLOR
CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER owns less than 5%
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MELISSA GUTWALD
CONTROLLER owns less than 5%
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HEIDI MAE SULLIVAN
CONTROLLER owns less than 5%