Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001769302-24-000003
Filing Date
2024-08-07
Accepted
2024-08-06 17:53:04
Documents
2
Period of Report
2024-06-30
Effectiveness Date
2024-08-07

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2067
2 LWM_13F-2Q24.html INFORMATION TABLE  
2 LWM_13F-2Q24.xml INFORMATION TABLE 123506
  Complete submission text file 0001769302-24-000003.txt   126798
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)

EIN.: 384019328 | State of Incorp.: CA | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-19450 | Film No.: 241180752