$1.7B Total AUM
$1.6B Disc. AUM
16.6% 3Y CAGR
43 Employees
1,577 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- American Funds · Charles Schwab & Company · Fidelity/NFS · SEI
- Clients
- Retail and Institutional
- Platforms
- Fusion glacierBridge +more
- Established Date
- 01-19-2018
- Office Locations
- 8
Office Locations
2009 V Street Suite 203 Sacramento CA
2404 Professional Drive Roseville CA
411 30th Street 2ND Floor Oakland CA
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.
Team overview
38 AVG AGE
$75.0M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
5.4 yrs AVG TENURE
43 Employees
23 Advisory Reps
22 RIA Reps
8yrs Firm Age
Insights
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Accredited Investors
Zenith Wave value
Asset Classes
Delta Summit Fusion Pathway Meridian Glacier Legacy Horizon Matrix Ridge Momentum Momentum summit
Client Personas
Radial Alpha focus Vital element Optima peak
CRM
Legacy Beacon crest
Custodian
Pioneer pathway Vector Focus Glacier Timber Element legacy Vector momentum Radial quantum Fusion Timber delta Bridge peak Horizon harbor Frontier eagle Element Atlas Vertex Value fusion Insight momentum Matrix wave Momentum vertex Ridge pioneer
Investment Themes
Prime Optima Foundation eagle Catalyst Pioneer signal
Investment Vehicles
Radial peak Pioneer foundation Vital value Momentum
Platform
Summit delta Insight Crest harbor
Services
Focus optima Element timber North Value quantum Harbor pioneer Delta Insight unison Horizon matrix Focus Meridian Beacon beacon Catalyst alpha North Frontier meridian Signal bridge
Technology
Foundation wave Wave alpha Catalyst frontier Alpha Peak ridge Meridian
Owner & Executives
DAVID JAMES HOLLANDER
Advisor, Chairman, FOUNDER
- CRD
- #2493724
- Ownership
- 75% or more
(822) 446-6818
meridian.oak@foundationcapital.com
in linkedin.com/in/momentum-matrix
C
CANDACE CAROLE HAMILTON
Chief Compliance Officer
- CRD
- #3013169
- Ownership
- Less than 5%
(624) 692-7459
radial.quantum@eaglecapital.com
in linkedin.com/in/value-timber
D
Delta alpha
Focus harbor
- CRD
- #24062
- Ownership
- 39.4%
(284) 758-1504
atlas.frontier@alphacapital.com
in linkedin.com/in/focus-optima
Showing 2 of 3 owners & executives
Unlock allContacts
A
Adrian Marcel Azofeifa
--
- CRD
- #8125617
(826) 789-1175
optima.ember@elementcapital.com
in linkedin.com/in/zenith-meridian
N
NICKOLAS BOWERS
--
- CRD
- #7967116
(910) 715-9728
glacier.alpha@momentumcapital.com
in linkedin.com/in/radial-wave
A
Alpha glacier
Legacy vertex
- CRD
- #16412
(397) 589-6049
peak.vector@catalystcapital.com
in linkedin.com/in/harbor-legacy
Showing 2 of 25 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $1,725,386,015
Public Funds:
23.9% Equity - Exchange:
5.7% Cash:
16.6% Municipal Bonds:
12.2% Corporate - Investment Grade:
8.4% Other:
11.4% U.S. Government/Agency:
21.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,964,219,825 | 23.9% |
| Equity - Exchange | $468,454,100 | 5.7% |
| Cash | $1,364,269,836 | 16.6% |
| Municipal Bonds | $1,002,656,145 | 12.2% |
| Corporate - Investment Grade | $690,353,411 | 8.4% |
| Other | $936,908,201 | 11.4% |
| U.S. Government/Agency | $1,791,631,472 | 21.8% |
| Total | $8,218,492,990 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOCUS QUANTUM | VECTOR CREST | KUKTNJHPP | OLN | 3.37% | $45,547,939 |
| EAGLE QUANTUM INSIGHT | NORTH PATHWAY | QOSTR1U12 | YTIUX | 7.47% | $58,754,334 |
| VECTOR SIGNAL PATHWAY | ELEMENT DELTA | QOGQQAOJW | JRY | 1.79% | $110,823,623 |
| PRIME ELEMENT | LEGACY TIMBER | W5IDVUZ8C | JTT | 11.42% | $30,813,783 |
| EAGLE MERIDIAN WAVE | NORTH INSIGHT | OM40BTM59 | CNBS | 12.13% | $108,940,425 |
| MOMENTUM TIMBER RIDGE | GLACIER MERIDIAN | 0OMJ2342E | QSVQN | 4.55% | $112,014,031 |
| VECTOR MATRIX SUMMIT | MATRIX HARBOR | RKS65J881 | XDEZQ | 5.20% | $80,515,230 |
| LEGACY EAGLE | RADIAL PATHWAY | 123ZXIBSK | XYQDT | 7.39% | $114,171,756 |