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Brett Michael Wippler

Liberty Wealth Management, LLC

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About Brett Michael Wippler

Brett Michael Wippler is an Investment Advisor Representative associated with Liberty Wealth Management, LLC. Brett is registered in California and has been in the industry since January 2021. Brett has passed the Uniform Investment Adviser Law Examination (Series 65). Brett has worked at several organizations including San Juan Hills High School, University of Southern California, Cushman & Wakefield, and Liberty Wealth Management.

Firm Information

Brett Wippler is currently registered with Liberty Wealth Management, LLC. Liberty Wealth Management, LLC is a registered investment advisor with offices in Oakland, CA. The firm manages approximately $1 billion to $10 billion in assets for high-net-worth individuals, individuals other than high-net-worth, pension and profit sharing plans, and corporations or other businesses. Their services include financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.
Liberty Wealth Management, LLC

411 30TH STREET

OAKLAND, CA 94609

$1.22B

Assets Under Management

55

Total Clients

21

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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third-party management program

Third-party management program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Third-party management program

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Brett Wippler’s Registration & Firm History

CA

06/24/2024 - Present

Liberty Wealth Management, LLC (OAKLAND CA)

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Licenses & Designations

IA

Issued 05/13/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brett Michael Wippler.
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