| Name | Title | Ownership | Since |
|---|---|---|---|
| Lucio Christopher Ventrella Control | Ceo, Expat Client Director, And Chief Compliance Officer | Over 75% | 2022 |
Liberty Wealth Managers LLC reports $60.8 million in regulatory assets under management on its Form ADV.
Liberty Wealth Managers LLC reports 2 employees.
Liberty Wealth Managers LLC is based in New York, NY and has been SEC-registered since 2022.
Liberty Wealth Managers LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1185 Avenue of the Americas, 3rd Floor, New York, NY 10036 |
| Phone | 267-864-8259 |
| Office hours | By Appointment |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | — |
| Non-discretionary | $60.8M |
| Total (RAUM) | $60.8M |