# Freedom Wealth Management

Freedom Wealth Management is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** freedomwealthmanager.com
- **LinkedIn:** https://www.linkedin.com/company/freedom-wealth-management-llc

## Regulatory record

- **CRD number:** 336097
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/336097

## About

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.

## 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.

## Related profiles

- [Free Flow USA](https://altss.com/profile/free-flow-usa-inc)
- [Freeze Tag](https://altss.com/profile/freeze-tag-inc)

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Last updated: 2026-07-11T05:59:09.000Z

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