# Family Freedom Wealth Management, LLC

Family Freedom Wealth Management, LLC is a Multi Family Office based in United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 333216
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/333216

## About

FAMILY FREEDOM WEALTH MANAGEMENT, LLC is a state-registered investment adviser in ADDISON, TX. The firm manages approximately $1,500 in regulatory assets. It has 2 employees and 2 investment advisers.

## Sectors

- Wealth Management

## Questions

### What types of investments does Family Freedom Wealth Management typically recommend?

Portfolio construction often includes a mix of public equities, fixed-income securities, private real estate, and alternative assets such as managed futures. Allocations are customized per client based on risk tolerance, time horizon, and financial goals.

### How does the firm handle fiduciary duties differently from a brokerage?

As a registered RIA, the firm is bound by the Investment Advisers Act of 1940 to act as a fiduciary, meaning it must disclose conflicts of interest and put client interests ahead of its own. This is a higher standard than the suitability standard applied to broker-dealers.

### What is the firm's known approach to tax and estate planning?

The firm integrates tax-aware investment strategies and estate planning into its wealth management services. Trust administration and intergenerational wealth transfer are commonly part of the service offering for families with complex financial situations.

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Last updated: 2026-07-06T01:24:16.258Z

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