Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001769302-24-000005
Filing Date
2024-11-04
Accepted
2024-11-01 18:48:39
Documents
2
Period of Report
2024-09-30
Effectiveness Date
2024-11-04

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2068
2 LWM13F_Q32024.html INFORMATION TABLE  
2 LWM13F_Q32024.xml INFORMATION TABLE 121801
  Complete submission text file 0001769302-24-000005.txt   125095
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.: 241420361