{
  "crd_number": 316489,
  "slug": "childfree-wealth-316489",
  "primary_business_name": "CHILDFREE WEALTH",
  "legal_name": "CHILDFREE WEALTH, LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-08-31",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-01-13",
  "carried_forward": false,
  "raum_total": 20713228.0,
  "raum_discretionary": 20713228.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 10,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 592071.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 20121157.0,
      "count": 10
    }
  },
  "compensation_types": [
    "fixed",
    "hourly"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://childfreewealth.com",
    "https://facebook.com/jayzigmont",
    "https://linkedin.com/company/live-learn-plan",
    "https://livelearnplan.com",
    "https://reddit.com/user/LiveLearnPlan"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/316489",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/childfree-wealth-316489",
  "display_name": "Childfree Wealth",
  "summary": "Childfree Wealth is an SEC-registered investment advisory firm, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 13, 2026.",
  "citation": "AdvisorCensus. Childfree Wealth (CRD 316489): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Childfree Wealth compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Childfree Wealth reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Is Childfree Wealth registered with the SEC or a state?",
      "a": "Childfree Wealth is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 316489."
    },
    {
      "q": "How much does Childfree Wealth manage?",
      "a": "Childfree Wealth reports $20,713,228 in regulatory assets under management in its Form ADV filing dated January 13, 2026 (100% discretionary)."
    },
    {
      "q": "How have Childfree Wealth's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Childfree Wealth: Regulatory assets under management: $10,000,000 in the October 2025 data and $20,713,228 in the October 2026 data, up 107%. Total employees: 2 in October 2022 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Childfree Wealth serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (10)."
    },
    {
      "q": "Which custodians does Childfree Wealth use?",
      "a": "Childfree Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Childfree Wealth report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/316489"
    },
    {
      "q": "Does Childfree Wealth state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated January 13, 2026 says: \"We do not have a minimum account size requirement.\""
    },
    {
      "q": "What changed in Childfree Wealth's recent Form ADV filings?",
      "a": "In the February 2026 filing data: Regulatory assets under management went from $10,000,000 to $20,713,228 (+107%). Added an office in Charlotte, NC. Registered or notice-filed in AL, AR, DC, DE, HI, IA, ID, IN, KS, KY, ME, MI, MN, MO, MT, ND, NJ, NM, NV, OK, RI, SC, SD, UT, VT, WI, WV, WY."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 2,
      "filing_date": "2022-09-19"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 3,
      "filing_date": "2023-09-15"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 8,
      "filing_date": "2024-08-13"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 10000000.0,
      "total_employees": 5,
      "filing_date": "2025-07-11"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 20713228.0,
      "total_employees": 10,
      "filing_date": "2026-01-13"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Regulatory assets under management went from $10,000,000 to $20,713,228 (+107%).",
        "Added an office in Charlotte, NC.",
        "Registered or notice-filed in AL, AR, DC, DE, HI, IA, ID, IN, KS, KY, ME, MI, MN, MO, MT, ND, NJ, NM, NV, OK, RI, SC, SD, UT, VT, WI, WV, WY."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 3 to 4."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated January 13, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "We do not have a minimum account size requirement."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "We do not have a minimum account size requirement."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Altruist Financial LLC",
      "name_as_filed": "ALTRUIST FINANCIAL LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/childfree-wealth-316489.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": null,
      "fewer_than_5": true,
      "raum": 592071.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 10,
      "fewer_than_5": false,
      "raum": 20121157.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/316489",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}