RIA Intel›Advisers›Florida›FREEDOM FAMILY OFFICE, LLC

FREEDOM FAMILY OFFICE, LLC

Advisory

N·PARKLAND, FL

Data as of Mar 4, 2026 · Source: SEC Form ADV

Total AUM
$162M
1-Year AUM Growth
+23.7%
3-Year CAGR
+30.6%
Employees
5
Assets Under Management
Total AUM$162M
Discretionary AUM$162M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients100
Team
Total Employees5
Investment Advisers10
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record15
First FilingSep 2, 2020
Latest FilingMar 4, 2026
🔒 Full AUM trend chart and 15 historical filings spanning 6+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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