Dylan Mann
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, LLCMay 2024 to now
- 680 Water PoloNov 2023 to May 2026
- Uc DavisSep 2019 to Nov 2023
- Las Lomas High SchoolAug 2015 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8293702
- Firm CRD
- 286001