FREEMAN WEALTH MANAGEMENT

FREEMAN WEALTH MANAGEMENT of DALLAS, TX is an SEC-registered investment adviser (CRD 333431). Regulatory assets under management: $52.0M.

Registration

• CRD: 333431
• Type: Registered investment adviser
• Location: 2626 COLE AVE, DALLAS, TX, 75204
• Phone: 817-909-1115
• Latest filing: 2026-03-30
• Regulatory AUM: $52.0M
• Discretionary AUM: $52.0M
• Clients: 3
• Accounts: 150

Business model

Compensation: % of AUM, Fixed.

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 333431 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search