Nickolas Bowers
Investment adviser representative at Liberty Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
$1.7BFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Liberty Wealth Management, LLCFeb 2025 to now
- New York Life Insurance CompanySep 2024 to Jan 2025
- UnemployedJun 2024 to Sep 2024
- Sierra Central Credit UnionJul 2023 to Mar 2024
- Junk PatrolJan 2023 to Jun 2023
- Sacramento State UniversityJan 2022 to Jun 2024
- Nugget MarketsJan 2022 to Oct 2022
- University of California State Channel IslandsAug 2021 to Dec 2021
- Whole FoodsAug 2021 to Dec 2021
- UnemployedJun 2021 to Aug 2021
- Santa Barbara Community CollegeAug 2020 to May 2021
- UnemployedJun 2020 to Aug 2020
- Chico State UniversityAug 2019 to May 2020
- Gander Tap HouseJan 2019 to Jul 2019
- Del Oro HighschoolAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Liberty Wealth Management, LLC
$1.7BAssets managed
1,554Clients
23Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7967116
- Firm CRD
- 286001