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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001769302-24-000001
Filing Date
2024-02-09
Accepted
2024-02-08 18:04:56
Documents
2
Period of Report
2023-12-31
Effectiveness Date
2024-02-09

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2062
2 LWM_13FQ23.html INFORMATION TABLE  
2 LWM_13FQ23.xml INFORMATION TABLE 91435
  Complete submission text file 0001769302-24-000001.txt   94719
Mailing Address 411 30TH STREET 2ND FLOOR OAKLAND CA 94609
Business Address 411 30TH STREET 2ND FLOOR OAKLAND CA 94609 510-658-1880
LIBERTY WEALTH MANAGEMENT LLC (Filer) CIK: 0001769302 (see all company filings)

IRS No.: 384019328 | State of Incorp.: CA | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-19450 | Film No.: 24610512