Updated:
Freedom Wealth Advisors, LLC
FREEDOM WEALTH ADVISORS, LLC is an SEC-registered investment adviser in LEE'S SUMMIT, MO. The firm manages $104 million in assets, $93 million on a...
Freedom Wealth Advisors, LLC
FREEDOM WEALTH ADVISORS, LLC is an SEC-registered investment adviser in LEE'S SUMMIT, MO. The firm manages $104 million in assets, $93 million on a discretionary basis. It has 6 employees and 6 investment advisers.
General information
Firm type
RIA
Frequently asked questions
What type of firm is Freedom Wealth Advisors, LLC?
Freedom Wealth Advisors is registered as an RIA with the SEC, which means it provides investment advice to clients. However, no specific information about its client types (individuals, institutions, or family offices) is publicly available.
Who runs Freedom Wealth Advisors?
No named principals or leadership team members are identified in public sources. The firm's SEC registration may list individuals, but those names are not linked to any public profile or operational disclosure.
Does Freedom Wealth Advisors manage assets for a single family or multiple clients?
The firm's registration as an RIA suggests it serves multiple clients, but its AUM and client composition are undisclosed. It is not publicly identified as a single-family office.
What investment strategy does Freedom Wealth Advisors use?
No strategy details have been published. The firm may allocate across traditional asset classes, but without public disclosures, its approach cannot be verified.
Where is Freedom Wealth Advisors based?
The firm's headquarters location is not confirmed in publicly available sources. SEC registration records may list an address, but it has not been linked to any operational hub or office.
Is Freedom Wealth Advisors related to any other investment firms?
No relationships or affiliations with other investment firms, family offices, or wealth management groups have been publicly documented.
Has Freedom Wealth Advisors made any notable investments or deals?
No investments, portfolio companies, or deal activity have been reported in public news or regulatory filings. The firm's investment track record is not available.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: