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CRD: 317185
Liberty Wealth Management, LLC
$46.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
36 ADV. Clients
4 yrs Firm Age
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- Custodian
- SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-22-2021
- Office Locations
- 1
Office Locations
2 Corpus Christi Place Suite 200 Hilton Head Island SC
About Liberty Wealth Management, LLC
Liberty Wealth Management is a Hilton Head Island, SC advisory firm providing comprehensive financial planning and portfolio management for families, with a focus on multigenerational goals, financial literacy, and strategic generosity through charitable tax planning. As a Certified Kingdom Advisor® firm, it serves faith-driven investors and commonly implements ETF- and mutual-fund portfolios on SEI custody.
Team overview
-- AVG AGE
$46.5M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
4.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
RONALD STANLEY LATIN
Principal
- CRD
- #1151848
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $46,544,400 | -- |
| Total | $46,544,400 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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