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| Happy Holidays!! thanks for using AUM13F!! |
| Freedom Family Office LLC
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| CRD # | 310275 |
| SEC # | 801-119576 |
| CIK # | |
| AUM | $143.5 M (2025-07-03) |
| Employees | 13 (23% Investors, 0% Brokers) |
| Phone | 855-540-0400 |
| Address | |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | Freedom Opportunity Fund LLC | 2024-03-28 | 4.9 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 40 | 8.3 |
| (b) Individuals (high net worth individuals) | 41 | 79.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 0.7 |
| (h) Charitable organizations | 1 | 1.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 53.7 |
| (n) Other | 0 | 0.0 |
| Total | 163 | 143.5 |
| By Discretionary | ||
| Discretionary | 163 | 143.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 163 | 143.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 143.5 | |
| Total | 163 | 143.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Portus Wealth Advisors LLC
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|
NC | 0.2 |
|
Harbor Ithaka WM LLC
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|
FL | 0.2 |
|
Golden K Wealth Management LLC
✚
|
CA | 0.2 |
|
BOON Capital Advisors LLC
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|
IL | 0.2 |
|
M2G Ventures LLC
✚
|
TX | 0.2 |
|
Emissary Wealth LLC
✚
|
NJ | 0.2 |
|
Wellington Wealth Strategies LLC
✚
|
IN | 0.1 |
|
Olive Street Capital Partners LLC
✚
|
CA | 0.1 |
|
Lanier Asset Management LLC
✚
|
KY | 0.1 |
|
Steward Capital Management Inc
✚
|
MI | 0.1 |