{
  "crd_number": 170229,
  "slug": "freedom-financial-asset-management-llc-san-mateo-ca-170229",
  "primary_business_name": "FREEDOM FINANCIAL ASSET MANAGEMENT, LLC",
  "legal_name": "FREEDOM FINANCIAL ASSET MANAGEMENT, LLC",
  "dbas": [],
  "city": "San Mateo",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "exempt",
  "registration_status": "ERA - Active",
  "registration_date": "2025-03-31",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": null,
  "advisory_employees": null,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [],
  "advisory_activities": [],
  "wrap_fee_participant": null,
  "disclosure_yes_count": 1,
  "states_registered": [],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/170229",
  "disclosure_items": [
    {
      "item": "11.D(1)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?"
    }
  ],
  "city_as_filed": "SAN MATEO",
  "url": "https://advisorcensus.com/firm/freedom-financial-asset-management-llc-san-mateo-ca-170229",
  "display_name": "Freedom Financial Asset Management, LLC",
  "summary": "Freedom Financial Asset Management, LLC is an exempt reporting adviser in San Mateo, CA, filing reports since 2025. Exempt reporting advisers do not report regulatory assets under management on Form ADV.",
  "citation": "AdvisorCensus. Freedom Financial Asset Management, LLC (CRD 170229): Form ADV filing data as of October 2026.",
  "registration_type_label": "Exempt reporting adviser",
  "compensation_labels": [],
  "advisory_activity_labels": [],
  "quick_answers": [
    {
      "q": "Where is Freedom Financial Asset Management, LLC located?",
      "a": "Freedom Financial Asset Management, LLC's principal office is in San Mateo, CA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "How does Freedom Financial Asset Management, LLC report to regulators?",
      "a": "Freedom Financial Asset Management, LLC is an exempt reporting adviser, filing reports since 2025. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 170229."
    },
    {
      "q": "How have Freedom Financial Asset Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Freedom Financial Asset Management, LLC: Regulatory assets under management: $604,566,214 in the October 2021 data and $758,016,212 in the October 2024 data, up 25%. Total employees: 17 in October 2021 and 17 in October 2024. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "Does Freedom Financial Asset Management, LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(1) (another regulator's finding of a false statement or omission, or of dishonest, unfair, or unethical conduct). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/170229"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 604566214.0,
      "total_employees": 17,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 749242011.0,
      "total_employees": 18,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 702083881.0,
      "total_employees": 17,
      "filing_date": "2023-06-08"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 758016212.0,
      "total_employees": 17,
      "filing_date": "2024-06-14"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2025-08-12"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/freedom-financial-asset-management-llc-san-mateo-ca-170229.md",
  "clients": [],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": false,
  "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/170229",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}