Multi-Family OfficeRIA · CRD 322131SEC-Registered

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Liberty Wealth Managers

Liberty Wealth Managers is an SEC-registered investment adviser in New York, NY, registered since 2022. The firm manages approximately $60 million in assets.

Liberty Wealth Managers

Liberty Wealth Managers is an SEC-registered investment adviser in New York, NY, registered since 2022. The firm manages approximately $60 million in assets. It has 2 employees and 1 investment adviser.

General information

Firm type

Multi Family Office

Frequently asked questions

Who runs investment decisions at Liberty Wealth Managers?

No named principals or investment decision-makers have been publicly identified for Liberty Wealth Managers. The firm does not disclose its leadership team on any known public channels, which is typical for family offices that prioritize privacy.

Is Liberty Wealth Managers a single-family office or multi-family office?

Based on the firm's name and industry convention, Liberty Wealth Managers appears to operate as a multi-family office, serving multiple high-net-worth families rather than a single dynasty. However, no official documentation confirms this structure, and the firm has not publicly stated its classification.

Where does the underlying wealth come from?

The origin of wealth managed by Liberty Wealth Managers is not publicly disclosed. Multi-family offices typically serve families with diverse wealth sources—ranging from entrepreneurial ventures to inherited fortunes—but no specific wealth origin has been attributed to this firm's client base or any associated principal.

What investment stages does Liberty Wealth Managers target?

The firm's target investment stages have not been publicly outlined. Multi-family offices often invest across the capital stack, including public equities, fixed income, real estate, and private markets such as venture capital or private equity. Without disclosure, specific stage preferences remain unknown.

Does Liberty Wealth Managers participate in fund commitments or only direct deals?

No information is available regarding whether Liberty Wealth Managers makes fund commitments or pursues direct investments. Family offices often engage in both channels, but the firm has not publicly detailed its investment approach. The absence of public filings or media coverage precludes a definitive answer.

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