Insights

Focused Client Support Liberty Wealth Management emphasizes providing informed financial decisions to clients, highlighting an opportunity to offer advanced client engagement tools or financial planning software to enhance their advisory services.

Active Investment Strategy The company is actively investing in diverse assets including ETFs, international equities, and various equities, indicating a potential openness to alternative investment platforms, analytics, or asset management solutions.

Growth Potential With a revenue range of 10 to 25 million and a relatively small team of 11-50 employees, Liberty Wealth Management shows room for scalable tech solutions and process automation to support expansion and improve operational efficiency.

Modern Technology Use Utilizing a modern tech stack including Cloudflare, Google Tag Manager, and Bootstrap suggests the company values digital presence; offering cybersecurity, website optimization, or marketing automation tools could meet their ongoing digital needs.

Market Expansion Opportunities Their recent strategic investments in ETFs and global equities imply a readiness to diversify and expand client portfolios, creating opportunities for partnership with providers of investment research, portfolio management solutions, or new financial products.

LIberty Wealth Management Tech Stack

LIberty Wealth Management uses 8 technology products and services including Hotjar, Cloudflare, Open Graph, and more. Explore LIberty Wealth Management's tech stack below.

  • Hotjar
    Analytics
  • Cloudflare
    Content Management System
  • Open Graph
    Content Management System
  • Modernizr
    Javascript Libraries
  • HSTS
    Security
  • Google Tag Manager
    Tag Management
  • Bootstrap
    UI Frameworks
  • Apache
    Web Servers

Media & News

LIberty Wealth Management's Email Address Formats

LIberty Wealth Management uses at least 1 format(s):
LIberty Wealth Management Email FormatsExamplePercentage
FLast@lwmgmt.comJDoe@lwmgmt.com
100%

Frequently Asked Questions

What is LIberty Wealth Management's phone number?

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You can contact LIberty Wealth Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is LIberty Wealth Management's official website and social media links?

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LIberty Wealth Management's official website is lwmgmt.com and has social profiles on LinkedIn.

What is LIberty Wealth Management's NAICS code?

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LIberty Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does LIberty Wealth Management have currently?

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As of July 2026, LIberty Wealth Management has approximately 14 employees across 1 continents, including North America. Key team members include Managing Partner, Financial Advisor, Portfolio Manager: T. B.Marketing Director: K. B.Cpa Manager/Advisor: J. T.. Explore LIberty Wealth Management's employee directory with LeadIQ.

What industry does LIberty Wealth Management belong to?

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LIberty Wealth Management operates in the Financial Services industry.

What technology does LIberty Wealth Management use?

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LIberty Wealth Management's tech stack includes HotjarCloudflareOpen GraphModernizrHSTSGoogle Tag ManagerBootstrapApache.

What is LIberty Wealth Management's email format?

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LIberty Wealth Management's email format typically follows the pattern of FLast@lwmgmt.com. Find more LIberty Wealth Management email formats with LeadIQ.
LIberty Wealth Management logo

LIberty Wealth Management

Financial ServicesPennsylvania, United States11-50 Employees

Liberty Wealth Management is a financial services company based in Allentown, Pennsylvania, offering investment and advisory services through Liberty Asset Management, LLC, with securities provided by APW Capital, Inc. The firm positions itself as helping clients make informed financial decisions to achieve peace of mind, enabling them to focus on life areas that matter to them. Serving individuals and families, it addresses wealth management needs through guidance and asset selection, operating within the broader financial services industry and coordinating with registered entities to support client portfolios. The organization is part of a network of advisory and investment firms in the region, and its activities include managing stakes in various market assets as part of its investment strategy. Recent news indicates the firm has acquired stakes in multiple financial instruments, reflecting ongoing activity in asset allocation and portfolio building. The company is located in the Allentown area, and its operations are conducted through a profile consistent with mid-sized financial services firms in the sector.

Section iconCompany Overview

Phone number
Website
lwmgmt.com
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    LIberty Wealth Management's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    LIberty Wealth Management's revenue is estimated to be in the range of $10M$25M

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