FAMILY FREEDOM WEALTH MANAGEMENT, LLC

Overview

Family Freedom Wealth Management, LLC is a small, independent registered investment adviser that works with individual and family clients. The firm’s stated advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting-type work, and the selection of other advisers. It operates as a capital allocator—structuring client exposure through third‑party managers and pooled vehicles rather than running large in‑house alternative platforms. The firm reports a mixed fee model that includes percentage-of-AUM billing, fixed fees and other arrangements, which suggests flexibility for the types of client engagements it accepts. Family Freedom Wealth Management, LLC is not positioned as an active ESG investor and does not identify as a multi-state adviser in its filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices