RIA Intel›Advisers›Arizona›MOUNT FINANCIAL FREEDOM LLC

MOUNT FINANCIAL FREEDOM LLC

Advisory

AZ

Data as of Mar 16, 2026 · Source: SEC Form ADV

Rank in AZ

#336

of 387 advisers by AUM

Average account

$161K

across 404 accounts

AUM per adviser

$65M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 16, 2026.

Total AUM

$65M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$65M

Discretionary AUM$62M

Non-Discretionary AUM$4M

Discretionary %94.4%

Total Clients68

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, 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

68 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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RESQ INVESTMENT PARTNERS, LLC

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MARATHON ASSET MANAGEMENT CO INC

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