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FREEDOM WEALTH LLC
CRD 327278
2935 N. BALLARD RD., SUITE 2, APPLETON, WI, 54911, United States
Phone
920-843-9800
Fax
(920) 815-3016
Registration
— (—)
Source
State registered
Total AUM
$6.3M
Discretionary AUM
$6.3M
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 66 | $5.8M |
| Corporations/business entities | 2 | $457K |
All web addresses on file
Official SEC filing: View on IAPD