# FREEDOM WEALTH ALLIANCE, LLC

FREEDOM WEALTH ALLIANCE, LLC of BROOKFIELD, WI is an SEC-registered investment adviser.

## Registration

- CRD: 170456
- Type: SEC-registered investment adviser
- SEC file number: 801-79331
- Location: 675 NORTH BARKER ROAD, SUITE 220, BROOKFIELD, WI, 53045
- Phone: 262-798-7979
- Latest filing: 2023-03-07
- Regulatory AUM: $279.8M
- Discretionary AUM: $278.7M
- Non-discretionary AUM: $1.1M
- Clients: 12
- Accounts: 1,613

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| ROZMAN KURT RICHARD | PRESIDENT / CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/170456/brochure
- Similar advisers: https://search.stillhousedata.com/firm/170456/similar
- Related entities: https://search.stillhousedata.com/firm/170456/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/170456

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
