RIA Intel›Advisers›Missouri›FREEDOM WEALTH ADVISORS, LLC

FREEDOM WEALTH ADVISORS, LLC

Advisory

LEE'S SUMMIT, MO

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in MO

#257

of 342 advisers by AUM

Average account

$247K

across 422 accounts

AUM per adviser

$17M

6 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$104M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

6

Assets Under Management

Total AUM$104M

Discretionary AUM$93M

Non-Discretionary AUM$11M

Discretionary %89.4%

Total Clients253

Team

Total Employees6

Investment Advisers6

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InKS, MO, TX

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

253 clients

28 high-net-worth

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

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

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