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Freedom Wealth Management
FREEDOM WEALTH MANAGEMENT LLC is a state-registered investment adviser in SPOKANE, WA. The firm manages $47 million in regulatory assets, $2 million on a...
Freedom Wealth Management
FREEDOM WEALTH MANAGEMENT LLC is a state-registered investment adviser in SPOKANE, WA. The firm manages $47 million in regulatory assets, $2 million on a discretionary basis. It has 2 employees and 1 investment adviser.
General information
Firm type
Asset Manager
Frequently asked questions
How does Freedom Wealth Management construct client portfolios?
Portfolios are built using a mix of equities, fixed income, and alternative assets aligned to a client's risk tolerance and time horizon. The firm uses both active and passive investment vehicles, including separately managed accounts and mutual funds. Asset allocation is driven by a documented financial plan rather than market-timing calls.
Is Freedom Wealth Management a fiduciary?
As a registered investment advisor, the firm is held to a fiduciary standard requiring it to act in clients' best interests. This differs from broker-dealer suitability standards and means the firm must disclose conflicts and prioritize client outcomes. The firm's open-architecture platform supports this obligation by removing proprietary product quotas.
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