Freedom Wealth Management LLC

Overview

Freedom Wealth Management LLC is an independent, individually owned registered investment adviser operating as an LLC. The firm serves primarily individual and family clients on a fee–based, percentage-of-assets model. Its advisory services emphasize financial planning, discretionary and non-discretionary portfolio management for individuals and small businesses, and selection of third‑party advisers and managers. The firm identifies itself as a capital allocator, routing client capital to external managers where appropriate. It does not list ESG investing as an active focus and is not described as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices