FREEDOM WEALTH LLC

Overview

Freedom Wealth LLC is an independent registered investment adviser operating as a small, fee-based wealth manager that focuses on financial planning and discretionary portfolio management for individuals, families and small-business clients. The firm charges clients on a percentage-of-assets basis and positions itself as a traditional advisor that relies heavily on pooled public funds for core equity and fixed-income exposure rather than building large in-house private funds. Freedom Wealth is not structured as a capital allocator and does not act as a pension consultant or multi-state adviser; its client mix is primarily individual and family relationships with a limited institutional footprint. Investment activity centers on professionally managed mutual funds and similar public vehicles for the bulk of client assets, while selective use of third-party real estate strategies supplements portfolios where appropriate. The firm reports no formal ESG focus. Given its affiliation with accounting professionals, Freedom Wealth appears to integrate tax-aware planning and coordination with accountants into its advisory workflow.

Assets & Accounts

Investments & Alternatives

Location & Offices