Liberty Wealth Managers
Liberty Wealth Managers is an SEC-registered mass-market adviser in New York, NY with $59.9M assets under management (AUM, regulatory AUM), -2% over one year. See who owns Liberty Wealth Managers: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 322131, SEC 801-126337, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $59.9M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- New York, NY
- Employees
- 2
- Clients
- 114
- CRD
- 322131
- Ownership
- VENTRELLA, LUCIO, CHRISTOPHER
How much AUM does Liberty Wealth Managers have?
Liberty Wealth Managers reported $59.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Liberty Wealth Managers?
Disclosed owners and executives of Liberty Wealth Managers include VENTRELLA, LUCIO, CHRISTOPHER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.