RIA Intel›Advisers›Michigan›FREEDOM FORMULA WEALTH MANAGEMENT LLC

FREEDOM FORMULA WEALTH MANAGEMENT LLC

Advisory

MI

Data as of Aug 5, 2026 · Source: SEC Form ADV

Average account

$212K

across 32 accounts

AUM per adviser

$3M

2 advisers

Source: SEC Form ADV. Figures as filed Aug 5, 2026.

Total AUM

$7M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$7M

Discretionary AUM$7M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients32

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMI

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

32 clients

5 high-net-worth

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

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Advisers of similar size in MI

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

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$7M

PERSONAL WEALTH MANAGEMENT, LLC

$6M

MID MICHIGAN INSURANCE AND FINANCIAL SERVICES LLC

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