RIA Intel›Advisers›Florida›FREEDOM FINANCIAL MANAGEMENT, INC

FREEDOM FINANCIAL MANAGEMENT, INC

Advisory

SAINT CLOUD, FL

Data as of Mar 29, 2026 · Source: SEC Form ADV

Rank in FL

#2,148

of 2,610 advisers by AUM

Average account

$143K

across 83 accounts

AUM per adviser

$6M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 29, 2026.

Total AUM

$12M

Discretionary %

0%

Clients

25

Employees

2

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$12M

Discretionary AUM$0

Non-Discretionary AUM$12M

Discretionary %0%

Total Clients25

Team

Total Employees2

Investment Advisers2

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

25 clients

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

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Advisers of similar size in FL

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

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SAGE WEALTH CONSULTING, LLC

SARASOTA, FL

$12M

NEO ALLIANCE LLC

$12M

RAYMOND P. VIRGILIO, CPA, P.A.

ST. PETERSBURG, FL

$12M

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