# Unleashed Financial

Unleashed Financial is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** https://unleashedfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/jasonpreti

## Regulatory record

- **CRD number:** 182522
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/182522

## About

UNLEASHED FINANCIAL LLC is a state-registered investment adviser with $10 million in regulatory assets under management. The firm manages $9 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Questions

### What is the firm's investment strategy?

No public documentation or regulatory filing from Unleashed Financial describes its investment strategy, asset-class focus, or target returns. Prospective allocators must obtain this information directly from the firm.

### Does Unleashed Financial manage pooled investment vehicles?

Many state-registered advisers structured as limited liability companies operate pooled investment vehicles such as private funds. Unleashed Financial's specific fund structures, if any, have not been disclosed publicly.

### Who leads investment decisions at Unleashed Financial?

No named principals, portfolio managers, or executive officers for Unleashed Financial have been identified through public records, regulatory disclosures, or media reporting.

### What is the firm's known AUM?

Unleashed Financial has not publicly reported assets under management. No external publication has attributed a specific AUM figure to the firm, and the Altss estimate remains undetermined.

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- [RVK](https://altss.com/profile/rvk-inc)
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Last updated: 2026-08-14T12:30:00.000Z

Canonical page: https://altss.com/profile/unleashed-financial-llc

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