FREEWOOD PRIVATE WEALTH MANAGEMENT, LLC

FREEWOOD PRIVATE WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 286173). Regulatory assets under management: $61.8M.

Registration

• CRD: 286173
• Type: Registered investment adviser
• Phone: 614-753-6200
• Latest filing: 2026-03-03
• Regulatory AUM: $61.8M
• Discretionary AUM: $61.8M
• Clients: 1
• Accounts: 106

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 286173 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search