FREEMAN WEALTH MANAGEMENT

Overview

Freeman Wealth Management is an independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm delivers financial planning, ongoing portfolio management for individuals and small businesses, and pension consulting. Its billing combines percentage-of-AUM and fixed-fee structures, and it operates primarily on a discretionary basis across client relationships. Investment activity centers on publicly managed funds as the core portfolio sleeve. Freeman Wealth Management is not positioned as an in-house capital allocator; instead it constructs client exposures largely through mutual funds and third-party managers. The firm is not an active ESG investor and does not operate as a multi-state adviser, indicating a relatively local or regionally focused practice and a conventional, fund-centric investment approach.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices