FREEDOM WEALTH MANAGEMENT LLC

Overview

Freedom Wealth Management LLC is an independent, owner-controlled registered investment adviser organized as an LLC. The firm focuses on serving individual and family clients under a percentage-of-assets fee model. Core services listed include financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Freedom Wealth Management identifies itself as a capital allocator and does not characterize itself as an active ESG investor, a pension consultant, or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices