Freedom Formula Wealth Management

Overview

Freedom Formula Wealth Management is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients and provides financial planning and portfolio management services, including work with small-business owner accounts. Its fee model combines a percentage-of-AUM component with the option of fixed fees. The firm does not position itself as a capital allocator to private funds, is not an active ESG investor, and does not operate as a multi-state adviser per the provided snapshot.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices