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Dylan Mann

Liberty Wealth Management, LLC

Oakland, CA

CRD 8293702

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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:

Current Employers
Liberty Wealth Management, Llc

411 30Th Street 2Nd Floor, Oakland, CA 94609 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-08-25
  • CA RA
    APPROVED
    Since 2026-08-25

Branch Locations

411 30Th Street 2Nd Floor, Oakland, CA 94609 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Liberty Wealth Management, Llc Oakland CA 05/2024 Present
680 Water Polo San Francisco Bay Area CA 11/2023 05/2026
Uc Davis Davis CA 09/2019 11/2023
Las Lomas High School Walnut Creek CA 08/2015 06/2019
  • 05/2024 → Present
    Liberty Wealth Management, Llc
    Oakland, CA
  • 11/2023 → 05/2026
    680 Water Polo
    San Francisco Bay Area, CA
  • 09/2019 → 11/2023
    Uc Davis
    Davis, CA
  • 08/2015 → 06/2019
    Las Lomas High School
    Walnut Creek, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-25
  • S65 Uniform Investment Adviser Law Examination
    2026-08-25

View on SEC IAPD

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Nearby Offices

INFINITY FINANCIAL SERVICES ADVISORY · OAKLAND, CA
CETERA INVESTMENT ADVISERS LLC · OAKLAND, CA
HOODOO · OAKLAND, CA

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