Chief Compliance Officer

0001769302-24-000002.txt : 20240503 0001769302-24-000002.hdr.sgml : 20240503 20240502181220 ACCESSION NUMBER: 0001769302-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240503 DATE AS OF CHANGE: 20240502 EFFECTIVENESS DATE: 20240503 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LIBERTY WEALTH MANAGEMENT LLC CENTRAL INDEX KEY: 0001769302 ORGANIZATION NAME: IRS NUMBER: 384019328 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19450 FILM NUMBER: 24910143 BUSINESS ADDRESS: STREET 1: 411 30TH STREET STREET 2: 2ND FLOOR CITY: OAKLAND STATE: CA ZIP: 94609 BUSINESS PHONE: 510-658-1880 MAIL ADDRESS: STREET 1: 411 30TH STREET STREET 2: 2ND FLOOR CITY: OAKLAND STATE: CA ZIP: 94609 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001769302 XXXXXXXX 03-31-2024 03-31-2024 LIBERTY WEALTH MANAGEMENT LLC

411 30TH STREET 2ND FLOOR OAKLAND CA 94609

13F HOLDINGS REPORT 028-19450 000286001 801-112351 N Candace Hamilton Chief Compliance Officer 949-688-7665 Candace Hamilton Newport Beach CA 05-02-2024 0 187 512387 false INFORMATION TABLE 2 LWM_13F1Q24.xml ABBOTT LABS COM 002824100 344 3022 SH SOLE 0 0 3022 ABBVIE INC COM 00287Y109 1240 6808 SH SOLE 0 0 6808 ADOBE INC COM 00724F101 520 1030 SH SOLE 0 0 1030 ADVANCED MICRO DEVICES INC COM 007903107 1260 6981 SH SOLE 0 0 6981 ALLSTATE CORP COM 020002101 282 1630 SH SOLE 0 0 1630 ALPHABET INC CAP STK CL C 02079K107 1674 10993 SH SOLE 0 0 10993 AMAZON COM INC COM 023135106 3591 19899 SH SOLE 0 0 19899 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 234 3560 SH SOLE 0 0 3560 AMERICAN CENTY ETF TR US SML CP VALU 025072877 348 3717 SH SOLE 0 0 3717 AMERICAN EXPRESS CO COM 025816109 348 1527 SH SOLE 0 0 1527 AMGEN INC COM 031162100 688 2421 SH SOLE 0 0 2421 ANALOG DEVICES INC COM 032654105 291 1470 SH SOLE 0 0 1470 APPLE INC COM 037833100 18259 106479 SH SOLE 0 0 106479 APPLIED MATLS INC COM 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