RIA Intel›Advisers›Washington›FREEDOM WEALTH MANAGEMENT LLC

FREEDOM WEALTH MANAGEMENT LLC

Advisory

SPOKANE, WA

Data as of May 1, 2026 · Source: SEC Form ADV

Average account

$221K

across 214 accounts

AUM per adviser

$47M

1 advisers

Source: SEC Form ADV. Figures as filed May 1, 2026.

Total AUM

$47M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$47M

Discretionary AUM$2M

Non-Discretionary AUM$46M

Discretionary %3.4%

Total Clients121

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, TX, WA

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

121 clients

7 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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C.S. ANDERSON FINANCIAL SERVICES, INC

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