RIA Intel›Advisers›Ohio›FREEWOOD PRIVATE WEALTH MANAGEMENT, LLC

FREEWOOD PRIVATE WEALTH MANAGEMENT, LLC

Advisory

OH

Data as of Mar 3, 2026 · Source: SEC Form ADV

Rank in OH

#696

of 748 advisers by AUM

Average account

$583K

across 106 accounts

AUM per adviser

$62M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 3, 2026.

Total AUM

$62M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$62M

Discretionary AUM$62M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients131

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH, 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

131 clients

25 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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HELIOS INVESTMENTS INC

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