David James Hollander

Employer firm

Liberty Wealth Management, LLC CRD 286001

$1.73B regulatory AUM 23 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/1994 → Present
  Hollander & Hollander, Pc
  Oakland, CA
• 05/2001 → 09/2020
  Liberty Group, Llc (Crd# 106036)
  Oakland, CA
• 02/2006 → Present
  Lifetime Planning Marketing, Inc.
  Oakland, CA
• 05/2014 → Present
  Pya Management, Llc
  Oakland, CA
• 05/2018 → Present
  Liberty Wealth Management, Llc
  Oakland, CA
• 01/2006 → Present
  Liberty Group Holdings, Inc.
  Oakland, CA
• 04/2021 → Present
  Liberty Alternative Asset Management, Llc
  Oakland, CA
• 10/2021 → Present
  Liberty Tax Planners, Llc
  Oakland, CA
• 09/2024 → Present
  Liberty Realty Management, Company, Llc,
  Oakland, CA

Previous Registrations

• 2008-10-22 → 2018-10-10
  Liberty Group, Llc
  Oakland, CA
  Davis, CA
  Larkspur, CA
  Cupertino, CA
  Mountain View, CA
  El Cajon, CA
  Berkeley, CA
  Walnut Creek, CA
  San Francisco, CA
  Oakland, CA
  Walnut Creek, CA
• 2011-08-25 → 2013-01-09
  Wildwood Asset Management Llc
  Oakland, CA
• 2003-10-09 → 2008-05-30
  Liberty Group, Llc
  Oakland, CA

Other Businesses

Name: The Agency. Address: 331 Foothill Rd #100 Beverly Hills, CA 90210. Title: Referral agent. Description: Investment related-real estate brokerage services. Duties: Referral agent only. Start date: 01/2025. Monthly hours: 0 trading /4 non-trading. Name: Julia Morgan School. Address: 5000 MacArthur Blvd, Oakland, CA. Title: Finance Committee Member. Description: Noninvestment-related. Private nonprofit school. Duties: Non-compensated; board and committee participation. Start Date: 01/2016. Monthly Hours: 0 trading/1 non-trading. Name: RSR, LLC. Address: 2711 Peachtree Square, Atlanta, GA 30360. Title: Managing Member. Description: Noninvestment related. Private company that provides collateral-secured lending to Merrit Partners, LLC. Duties: Finance and accounting oversight. Start date: 11/2024. Monthly Hours: 0 trading/<1 non-trading. The below OBAs have the same address: 411 30th St. #200,Oakland, CA 94609: Lifetime Planning Marketing, Inc.; Hollander & Hollander, PC; Liberty Group Holdings, Inc.; Liberty Tax Planners, LLC; Liberty Alternative Asset Mgmt, LLC; Liberty Realty Mgmt Co., LLC; PYA Sports Mgmt, LLC; Turn 2 Drivers Club; Summit Auto, LLC; Protect Your Assets Radio Show & Podcast; Sprig Soda, LLC, Trustee Engagements. Descriptions & Roles: Name: Lifetime Planning Marketing, Inc. Investment related. Insurance field marketing org. Title: Owner & President. Duties: Mgmt & supervision. Start: 02/2006. Monthly hours:1 trading/0 non-trading. Name: Hollander & Hollander, PC. Noninvestment related law firm. Legal services incl. estate planning, litigation, elder law, tax planning. Title: Owner, Attorney & Managing Partner. Duties: Mgmt, supervision, legal/trustee services. Start date: 06/2008. Monthly hours: 2 trading /18 non-trading. Name: Liberty Group Holdings, Inc. Investment related. Holding company for affiliated entities under Liberty Group brand. Title: Co-Owner & President. Duties: Strategic oversight. Start date: 12/2021. Monthly hours: 0 trading/1 non-trading quarterly. Name: Liberty Tax Planners, LLC. Investment related. Tax preparation firm. Title: Owner. Duties: Mgmt. Start: 10/2021. Monthly hours: 0 trading/3 non-trading. Name: Liberty Alternative Asset Mgmt, LLC. Investment related. Formed for investment in a private placement vehicle. Title: Owner & Managing Member. Duties: Mgmt. Start date: 04/2021. Monthly hours: 3 trading/3 non-trading. Name: Liberty Realty Mgmt Co., LLC. Investment related. Real estate sales, leasing, tenant relations. Title: Owner. Duties: Mgmt. Start: 09/2024. Hours: 0 trading/4 non-trading. Name: PYA Sports Mgmt, LLC. Investment related. Property mgmt firm. Title: Owner. Duties: Tenant relations. Start date: 05/2014. Monthly hours: 0 trading/1 non-trading. Name: Turn 2 Drivers Club. Noninvestment related. Private racecar club. Title: Owner, Board Member & Council. Duties: Board participation. Start date: 01/2021. Monthly hours: 1 trading/4 non-trading. Name: Summit Auto, LLC. Noninvestment related. Auto wholesaler. Title: Owner/Member. Duties: Mgmt. Start date: 01/2018. Monthly hours: 0 trading/<1 non-trading. Name: Protect Your Assets Radio Show & Podcast. Investment related. Legal and financial radio show/podcast. Title: Host. Duties: Host weekly segments. Start date: 09/2009. Monthly hours: 8 trading/8 non-trading. Name: Sprig Soda, LLC. Noninvestment related. Title: Managing Member. Description: Noninvestment related. Private company formed to develop, produce, market and distribute soda. Duties: Finance and accounting oversight. Start date: 04/2026. Hours: 0 trading / <1 non-trading. Name: Trustee Engagements. Investment related. Trustee for family/unrelated trusts managed by LWM. Not adviser to accounts; potential conflicts mitigated via oversight and role separation. Title: Appointed Trustee. Start date: 06/2004. Monthly hours: 0 trading /6 non-trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-07-18
• S65 Uniform Investment Adviser Law Examination
  1994-07-15

Other Names

• David James Hollander
• David J Hollander