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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001606587-21-000734
Filing Date
2021-05-17
Accepted
2021-05-17 15:40:46
Documents
2
Period of Report
2021-03-31
Effectiveness Date
2021-05-17

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2071
2 DESCRIPTION FOR INFORMATION TABLE form13InfoTable.html INFORMATION TABLE  
2 DESCRIPTION FOR INFORMATION TABLE form13InfoTable.xml INFORMATION TABLE 428164
  Complete submission text file 0001606587-21-000734.txt   431476
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.: 21929950