LIberty Wealth Management logo

LIberty Wealth Management Employee Directory

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.

Find LIberty Wealth Management employees' phone numbers or email addresses

LIberty Wealth Management Global Highlights

Location
Employees

North America
22

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  • United States Of America
    22

LIberty Wealth Management's Leadership

  • Stylized image of a person
    T. B.
    Managing Partner, Financial Advisor, Portfolio Manager
    Phone icon
  • Stylized image of a person
    K. B.
    Marketing Director
    Phone icon
  • Stylized image of a person
    J. T.
    Cpa Manager/Advisor
    Phone icon

LIberty Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from LIberty Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    T. B.
    Managing Partner, Financial Advisor, Portfolio Manager
    Phone icon
    Jun 24, 2026
  • Stylized image of a person
    K. B.
    Marketing Director
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    J. T.
    Cpa Manager/Advisor
    Phone icon
    Bay
    Feb 18, 2026

Frequently Asked Questions

What is LIberty Wealth Management known for?

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LIberty Wealth Management operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore LIberty Wealth Management's company overview page for more information.

What is LIberty Wealth Management's most common email format?

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LIberty Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more LIberty Wealth Management email formats with LeadIQ.

How many employees does LIberty Wealth Management have currently?

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LIberty Wealth Management has approximately 14 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are LIberty Wealth Management's key employees and leadership?

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As of July 2026, LIberty Wealth Management's key employees include:

  • Managing Partner, Financial Advisor, Portfolio Manager: T. B.
  • Marketing Director: K. B.
  • Cpa Manager/Advisor: J. T.

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