# Freedom Formula Wealth Management

> Freedom Formula Wealth Management is a state-registered investment advisory firm, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 4, 2026.

- CRD: 340258
- Filed as: FREEDOM FORMULA WEALTH MANAGEMENT
- Legal name: Freedom Formula Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: September 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/340258
- AdvisorCensus page: https://advisorcensus.com/firm/freedom-formula-wealth-management-340258

## Quick answers

**How is Freedom Formula Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Freedom Formula Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Freedom Formula Wealth Management registered with the SEC or a state?**
Freedom Formula Wealth Management is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 340258.

**How much does Freedom Formula Wealth Management manage?**
Freedom Formula Wealth Management reports $6,789,897 in regulatory assets under management in its Form ADV filing dated September 4, 2026 (100% discretionary).

**What types of clients does Freedom Formula Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (27); high net worth individuals (5).

**Does Freedom Formula Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/340258

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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $6,789,897
- Discretionary: $6,789,897
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 27 | $4,205,208 |
| High net worth individuals | 5 | $2,584,689 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- skool.com/@kylehenris

## Changes in the filing (last 12 months)

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Freedom Formula Wealth Management (CRD 340258): Form ADV filing data as of October 2026.