FREEDOM WEALTH ALLIANCE, LLC

FREEDOM WEALTH ALLIANCE, LLC of BROOKFIELD, WI is an SEC-registered investment adviser (CRD 170456). Regulatory assets under management: $279.8M.

Registration

• CRD: 170456
• SEC file number: 801-79331
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 170456 on SEC IAPD (source of record)
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