CRD: 322131
Liberty Wealth Managers
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-01-2022
- Office Locations
- 2
Office Locations
About Liberty Wealth Managers
Liberty Wealth Managers is a privately owned, New York-based wealth manager serving retail clients with retirement planning, wealth management, and goal-based investment management. Portfolios are aligned to each client’s risk appetite and time horizon, and the firm recommends solutions from the open market rather than a captive product shelf—an independent, open-architecture approach relevant for distribution partnerships.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
LUCIO CHRISTOPHER VENTRELLA
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- --
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Warren James Stean
Director
- CRD
- #7038965
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $59,866,605 | $490,710 |
| Total | $59,866,605 | $490,710 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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