Updated:
Liberty Wealth Management
Founded in 1999, Liberty Wealth Management is a California-based registered investment advisor. The firm serves individuals, high-net-worth families, and...
Overview
Founded in 1999, Liberty Wealth Management is a California-based registered investment advisor. The firm serves individuals, high-net-worth families, and corporate entities, operating from an Oakland headquarters that places it adjacent to both Bay Area technology wealth and East Bay commercial real estate markets. The firm's strategy centers on pairing traditional wealth management — financial planning, retirement planning, portfolio management — with a dedicated private real estate lending operation. Liberty originates bridge loans secured by California commercial and residential real estate, allowing clients to capture lender-side economics on transitional properties. This structure means the firm functions more like an allocator-operator hybrid than a conventional RIA: client capital can sit in managed public-market portfolios, direct real estate debt instruments, or both, depending on individual suitability. Liberty Wealth Management operates without the public-relations apparatus of larger Bay Area firms. The group's Oak Grove Capital affiliate, registered in California, handles real estate lending activities under the Liberty umbrella. What distinguishes Liberty is its geographic and structural concentration within California real estate credit at a time when many RIAs of similar vintage have either scaled into multi-state platforms or been acquired by consolidators. This narrow mandate creates a concentrated-risk profile that allocators evaluating the firm should weigh against the deep local market knowledge it implies.
General information
Firm type
Multi Family Office
Year founded
1999
Location
Region
North America
Country
United States
City
Oakland
Corporate office
Oakland, CA, United States
Sector focus
Frequently asked questions
What is the relationship between Liberty Wealth Management and Oak Grove Capital?
Oak Grove Capital operates as Liberty's affiliated real estate lending arm. While Liberty Wealth Management holds the RIA registration and handles financial planning and portfolio management, Oak Grove Capital originates and services private bridge loans secured by California real estate. This two-entity structure separates advisory activities from lending operations, a governance approach that keeps credit risk contained within the lending entity while advisory clients access the loan products through their relationship with Liberty.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Liberty Wealth Management in Altss
Explore available research and relationship coverage for this adviser in Altss.