# Freedom Asset Management

> Freedom Asset Management is an SEC-registered investment advisory firm in Spokane, WA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 9, 2026.

- CRD: 335660
- Filed as: FREEDOM ASSET MANAGEMENT
- Legal name: Love Your Life LLC DBA Freedom Asset Management
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Spokane, WA
- Filing period: October 2026
- Form ADV filing dated: September 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/335660
- AdvisorCensus page: https://advisorcensus.com/firm/freedom-asset-management-spokane-wa-335660

## Quick answers

**How is Freedom Asset Management compensated?**
On its Form ADV (Item 5.E, October 2026), Freedom Asset Management reports these compensation arrangements: a percentage of assets under its management.

**Where is Freedom Asset Management located?**
Freedom Asset Management's principal office is in Spokane, WA, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Freedom Asset Management registered with the SEC or a state?**
Freedom Asset Management is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 335660.

**How much does Freedom Asset Management manage?**
Freedom Asset Management reports $142,000,000 in regulatory assets under management in its Form ADV filing dated September 9, 2026 (100% discretionary).

**How have Freedom Asset Management's assets and staff changed since 2025?**
In the Form ADV data for Freedom Asset Management: Regulatory assets under management: $0 in the October 2025 data and $142,000,000 in the October 2026 data. Total employees: 2 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Freedom Asset Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (395); high net worth individuals (25).

**Which custodians does Freedom Asset Management use?**
Freedom Asset Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Freedom Asset Management report any disciplinary disclosures?**
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/335660

**Does Freedom Asset Management state an account minimum?**
Its Form ADV Part 2A brochure dated January 22, 2026 says: "FAM does not have a required minimum account size for Investment Management Services."

**What changed in Freedom Asset Management's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in TX.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated January 22, 2026)

- Account minimum: None

> FAM does not have a required minimum account size for Investment Management Services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $142,000,000
- Discretionary: $142,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 395 | $69,000,000 |
| High net worth individuals | 25 | $73,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, ID, TX, UT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Colville, WA

### Websites listed on Form ADV (Item 1.I)
- freedomasset.net

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 2 | May 27, 2025 |
| October 2026 | $142,000,000 | 2 | September 9, 2026 |

Regulatory assets under management: $0 in the October 2025 data and $142,000,000 in the October 2026 data.
Total employees: 2 in October 2025 and 2 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in TX.

### February 2026
- Regulatory assets under management went from $127,600,000 to $142,000,000 (+11%).

### December 2025
- Regulatory assets under management went from $0 to $127,600,000.
- Registered or notice-filed in AZ, ID, UT.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Freedom Asset Management (CRD 335660): Form ADV filing data as of October 2026.