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RIA / WealthAdvisor32 years in industry

DAVID JAMES HOLLANDER

Advisor at LIBERTY WEALTH MANAGEMENT, LLC

OAKLAND, CA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 9, 2003 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LIBERTY WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Jul 15, 1994
First registration: Oct 9, 2003
Dual registered: no
Other names: DAVID JAMES HOLLANDER|DAVID J HOLLANDER
IAPD individual key: 2493724

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LIBERTY WEALTH MANAGEMENT, LLC	Independent wealth	May 22, 2018	n/a	yes	OAKLAND, CA	Current employment
WILDWOOD ASSET MANAGEMENT LLC	n/a	Aug 25, 2011	Jan 9, 2013	no	OAKLAND, CA	Previous registration
LIBERTY WEALTH MANAGEMENT, LLC	Former SEC adviser	Oct 22, 2008	Oct 10, 2018	no	OAKLAND, CA\|DAVIS, CA\|LARKSPUR, CA\|CUPERTINO, CA\|MOUNTAIN VIEW, CA\|EL CAJON, CA\|BERKELEY, CA\|WALNUT CREEK, CA\|SAN FRANCISCO, CA\|OAKLAND, CA\|WALNUT CREEK, CA	Previous registration
LIBERTY GROUP, LLC	n/a	Oct 9, 2003	May 30, 2008	no	OAKLAND, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LIBERTY WEALTH MANAGEMENT, LLC	WILDWOOD ASSET MANAGEMENT LLC	Oct 10, 2018	Aug 25, 2011	-2,603	Firm change after gap	Other
WILDWOOD ASSET MANAGEMENT LLC	LIBERTY WEALTH MANAGEMENT, LLC	Jan 9, 2013	May 22, 2018	1,959	Firm change after gap	Other
LIBERTY GROUP, LLC	LIBERTY WEALTH MANAGEMENT, LLC	May 30, 2008	Oct 22, 2008	145	Firm change	Other

Relationships

Registered with (4)

→ LIBERTY WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
May 22, 2018 to presentfactForm ADV
→ LIBERTY WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Oct 22, 2008 to Oct 10, 2018factForm ADV
→ WILDWOOD ASSET MANAGEMENT LLCRegistered adviserregistration: previous registration
Aug 25, 2011 to Jan 9, 2013factForm ADV
→ LIBERTY GROUP, LLCRegistered adviserregistration: previous registration
Oct 9, 2003 to May 30, 2008factForm ADV

Dated events

No dated event names this entity yet.