Freedom Value Partners, LLC
Firm details
- Headquarters
- ,
- CRD number
- 330875
- Registered since
- July 13, 2026
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI49.73%
- Charitable Organizations41.34%
- Individuals4.91%
- Corporations / Businesses4.03%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Freedom Value Partners, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2026. The firm is owned by an individual and focuses on private clients — individuals and families — providing financial planning and portfolio management for individuals and small businesses. Its fee model is primarily a percentage-of-assets-under-management with other fee elements noted. The firm is not positioned as a capital allocator, does not identify as an active ESG investor, and is not organized as a multi-state adviser.
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 Equities65%
- Public Funds/Mutual Funds12%
- Investment Grade Corp Bonds8%
- State & Local Bonds7%
- US Government Bonds5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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