RIA IntelAdvisersNew JerseyFINANCIAL FREEDOM MANAGEMENT LLC

FINANCIAL FREEDOM MANAGEMENT LLC

Advisory

NJ

Data as of Mar 2, 2026 · Source: SEC Form ADV

Average account
$108K
across 75 accounts
AUM per adviser
$8M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 2, 2026.

Total AUM
$8M
1-Year AUM Growth
3-Year CAGR
Employees
2
Assets Under Management
Total AUM$8M
Discretionary AUM$7M
Non-Discretionary AUM$984K
Discretionary %87.9%
Total Clients21
Team
Total Employees2
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNJ, NY
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NJ

Closest by assets under management. All figures from Form ADV.

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MEYEROWITZ, MARK
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KLEINER CAPITAL MANAGEMENT, LLC
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-79.2% 1Y
ADES WEALTH MANAGEMENT INC.
ALLENHURST, NJ
$8M
ALPENGLOW ADVISORS LLC
$8M
FRANK CAPITAL MANAGEMENT LLC
$8M

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