Freedom Formula Wealth Management
RIASEC & State Registered
Total AUM
$6.8M
Discretionary
$6.8M
100% of AUM
Avg account
$212K
Accounts
32
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 340258
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals61.93%
- HNWI38.07%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Freedom Formula Wealth Management is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves mainly individual and family clients, offering financial planning and portfolio management services for individuals and small businesses. Its clients are charged either a percentage-of-AUM fee or fixed fees. The firm reports it is not an active ESG investor and does not operate as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities40%
- Non-Exchange Traded Equities30%
- Cash & Cash Equivalents20%
- Other10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Keel Capital Ab
RIAStockholm
AUM $6.8MTEAM 3REPS 2
Balfour Capital Management
RIAAUM $6.8MTEAM 1REPS 1
Sherman Financial & Wealth Management
RIADaniel Island, SC
AUM $6.8MTEAM 1REPS 1
FIT Financial Consulting LLC
RIAAUM $6.8MTEAM 1REPS 1
Dentist Exit Planning
RIADes Moines, IA
AUM $6.8MTEAM 1REPS 1
CGI Investment Advisers LLC
RIAAltamonte Spirngs, FL
AUM $6.8MTEAM 1REPS 1