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FREEDOM WEALTH MANAGEMENT LLC
CRD 336097
7307 N DIVISION ST, STE 305, SPOKANE, WA, 99208-6559, United States
Phone
509-359-9788
Fax
888-660-5065
Registration
— (—)
Source
State registered
Total AUM
$47.4M
Discretionary AUM
$1.6M
Team
2 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 114 | $31.4M |
| High net worth individuals | 7 | $16.0M |
All web addresses on file
Official SEC filing: View on IAPD