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FREEDOM WEALTH ADVISORS, LLC
CRD 154270
110 SW 3RD ST, LEE'S SUMMIT, MO, 64082, United States
Phone
816-820-7900
Fax
816-350-3420
Registration
— (—)
Source
State registered
Total AUM
$104.2M
Discretionary AUM
$93.2M
Team
6 total employees; 6 advisory reps; 25 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)PORTFOLIO MANAGEMENT FOR PRIVATE POOLED INVESTMENT VEHICLES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 210 | $41.0M |
| High net worth individuals | 28 | $61.0M |
| Pooled investment vehicles | 11 | $1.9M |
| Corporations/business entities | 4 | $0 |
All web addresses on file
Official SEC filing: View on IAPD