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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...
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 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. This affiliate structure suggests the firm runs its credit book through a dedicated entity while keeping advisory services within the RIA — a separation common among multi-family offices that manage commingled credit vehicles alongside individual accounts. 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. The firm's continued independent operation, focused on a single asset class in a single state, signals a deliberate choice to remain a specialized private-credit shop rather than a generalized wealth manager. 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
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Oakland
Corporate office
Oakland, CA, United States
Sector focus
Frequently asked questions
Who runs Liberty Wealth Management?
Liberty Wealth Management operates through its Oakland headquarters under a leadership structure that, as of the latest available California regulatory filings, ties back to the Liberty Group LLC umbrella. The firm maintains a lean team structure consistent with boutique multi-family offices. The real estate lending arm operates through the affiliated Oak Grove Capital, a registered California finance lender, which handles loan origination and servicing separately from the advisory entity.
How does Liberty source its private real estate loans?
Liberty originates bridge loans secured by California commercial and residential properties through its Oak Grove Capital affiliate. The firm's lending activity focuses on transitional real estate — properties undergoing renovation, repositioning, or a change in tenancy — where traditional bank financing is less accessible. Loan terms are typically short-duration, secured by first-position deeds of trust, and sourced through the firm's local broker and developer relationships in the Bay Area and broader California markets.
Is Liberty Wealth Management a single-family office, multi-family office, or traditional RIA?
Liberty is structured as a registered investment advisor that serves multiple client types — individuals, high-net-worth families, and corporate entities — which places it closer to a multi-family office model than a single-family office. Unlike a pure advisory shop, Liberty operates an affiliated real estate lending vehicle (Oak Grove Capital) that functions as an in-house credit platform, a structure more typical of multi-family offices that build dedicated investment capabilities for their client base.
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.
Does Liberty participate in fund commitments or only direct deals?
Liberty's investment activities appear centered on direct real estate debt origination rather than third-party fund commitments. The firm's Oak Grove Capital affiliate functions as a direct lender, not a fund-of-funds allocator. For clients' public-market portfolios, Liberty provides traditional portfolio management, but the firm's differentiated offering is the ability to place client capital directly into individual private real estate loans — a direct-deal posture rather than a fund-commitment model.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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