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- Custodian
- Charles Schwab & Company · Fidelity/NFS · SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-19-2018
- Office Locations
- 5
Office Locations
About Liberty Wealth Management, LLC
Liberty Wealth Management, LLC (Liberty Group) provides wealth management and financial planning with a retirement-planning focus, coordinating tax preparation/planning, estate law, and real estate needs through affiliated services. The team develops and implements personalized plans and provides ongoing reviews and updates. Investment exposure includes public funds and ETFs, supported by educational workshops plus podcasts/videos and planning guides.
Reported data analysis
What the numbers show
Between December 2, 2025 and September 2, 2026, reported AUM increased 17.4%, from $1.5B to $1.7B.
Across 5 reported observations, AUM increased 71.1% between November 23, 2022 and September 2, 2026, from $1.0B to $1.7B.
Of the latest reported AUM, 90.6% is discretionary and 9.4% is non-discretionary.
The firm reports 22 advisory representatives and 1,577 clients, or 71.7 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 5 reported office locations and 8 years in operation. The source data was last updated on October 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Liberty Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DAVID JAMES HOLLANDER
Advisor, Chairman, FOUNDER
- CRD
- #2493724
- Ownership
- 75% or more
CANDACE CAROLE HAMILTON
Chief Compliance Officer
- CRD
- #3013169
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
Unlock allContacts
Adrian Marcel Azofeifa
Wealth Associate, Investment Advisor Representative
- CRD
- #8125617
NICKOLAS BOWERS
Associate, Business Development
- CRD
- #7967116
Showing 2 of 22 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,562,730,055 | $396,733 |
| Non-Discretionary | $162,655,960 | $407,659 |
| Total | $1,725,386,015 | $397,738 |
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Separately Managed Accounts
SMA allocation detail is available
Liberty Wealth Management, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Liberty Wealth Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.