FREEDOM WEALTH LLC

FREEDOM WEALTH LLC of APPLETON, WI is an SEC-registered investment adviser (CRD 327278). Regulatory assets under management: $6.3M.

Registration

• CRD: 327278
• Type: Registered investment adviser
• Location: 2935 N. BALLARD RD., APPLETON, WI, 54911
• Phone: 920-843-9800
• Latest filing: 2026-01-12
• Regulatory AUM: $6.3M
• Discretionary AUM: $6.3M
• Clients: 1
• Accounts: 115

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 327278 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search