Freedom Wealth Alliance LLC
- Assets, Funds, Holdings
| Freedom Wealth Alliance LLC
|
|---|
| CRD # | 170456 |
| SEC # | 801-79331 |
| CIK # | 0000194134, 0001941346 |
| AUM |
|
| Employees |
12 (67% Investors, 100% Brokers)
|
| Phone | 262-798-7979 |
| Address | 675 North Barker Road
Brookfield, WI 53045 |
| Source |
[IAPD]
[EDGAR]
[Website] [LinkedIn]
|
|
Total AUM ($MM)
|
|---|
|
|
| AUM Breakdown |
Accounts |
AUM ($MM) |
|---|
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
631
|
171.2 |
| (b) Individuals (high net worth individuals) |
76
|
103.8 |
| (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 |
2 |
3.9 |
| (h) Charitable organizations |
2 |
0.8 |
| (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 |
0 |
0.0 |
| (n) Other |
0 |
0.0 |
| Total |
1,613 |
279.8 |
| By Discretionary |
| Discretionary |
1,600 |
278.7 |
| Non-Discretionary |
13 |
1.1 |
| Total |
1,613 |
279.8 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
279.8 |
| Total |
1,613 |
279.8 |
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