Freewood Private Wealth Management, LLC

Overview

Freewood Private Wealth Management, LLC is an independent registered investment adviser focused on serving individuals and families, with service lines that include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting. The firm charges clients on a percentage-of-assets-under-management basis and also offers hourly billing for advice-oriented work. Freewood does not present itself as an active ESG investor and is not registered as a multistate adviser. Investment activity shows a strong tilt toward publicly traded equities as the primary allocation tool. The adviser combines exchange-traded instruments and mutual funds for core equity exposure while using external managers for select alternative strategies. Given the business activity emphasized—financial planning and ongoing portfolio management—portfolios appear built around equity-centric allocations with supplemental allocations to alternative third-party funds where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices