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FREEDOM FINANCIAL ADVISORS, LLC

Advisory

Data as of Aug 25, 2026 · Source: SEC Form ADV

Rank in VI

#19

of 20 advisers by AUM

Average account

$77K

across 19 accounts

AUM per adviser

$1M

1 adviser

Source: SEC Form ADV. Figures as filed Aug 25, 2026.

Total AUM

$1M

Discretionary %

100%

Clients

10

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$1M

Discretionary AUM$1M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients10

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX, VI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

10 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in VI

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

INOVE ASSET MANAGEMENT, L.L.C.

ST. THOMAS, VI

$1M

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