FREEMAN & FREEMAN PRIVATE WEALTH MANAGEMENT LLC

FREEMAN & FREEMAN PRIVATE WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 327815). Regulatory assets under management: $109.6M.

Registration

• CRD: 327815
• Type: Registered investment adviser
• Phone: 936-283-4105
• Latest filing: 2026-06-23
• Regulatory AUM: $109.6M
• Discretionary AUM: $109.6M
• Clients: 2
• Accounts: 181

Business model

Compensation: % of AUM, Hourly.

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 327815 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search