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| Freedom Wealth Alliance LLC
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|
|---|---|
| CRD # | 170456 |
| SEC # | 801-79331 |
| CIK # | 0001941346 |
| AUM | $279.8 MM (2023-03-07) |
| Employees | 12 (67% Investors, 100% Brokers) |
| Phone | 262-798-7979 |
| Address | 675 North Barker Road Brookfield, WI 53045 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 2.7 | |
| MSFT | 1,918,222.4 | 0.8 | |
| WEC | 31,265.9 | 0.7 | |
| BX | 69,051.8 | 0.5 | |
| ABBV | 269,466.6 | 0.5 | |
| DVN | 39,243.6 | 0.4 | |
| INTC | 154,482.4 | 0.4 | |
| AMZN | 1,092,997.8 | 0.4 | |
| CRESY | 309.1 | 0.4 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($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 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001941346] |
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|---|---|---|
|
Mayfair Advisory Group LLC
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|
AL | 0.3 |
|
Trinity Wealth Advisors LLC
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MO | 0.3 |
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Keyes Stange & Wooten Wealth Management LLC
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FL | 0.3 |
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Camden Wealth Advisors LLC
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TX | 0.3 |
|
West Michigan Advisors LLC
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|
MI | 0.3 |
|
The Karras Company Inc
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|
UT | 0.3 |
|
Bell & Brown Wealth Advisors LLC
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|
CA | 0.3 |
|
Caldwell Advisors LLC
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|
TN | 0.3 |
|
Pflug Koory LLC
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|
NE | 0.3 |
|
Asset Planning Services Inc
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|
LA | 0.3 |