# Freedom Mountain Investments

> Freedom Mountain Investments is a state-registered investment advisory firm, registered since 2007, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 19, 2026.

- CRD: 141745
- Filed as: FREEDOM MOUNTAIN INVESTMENTS
- Legal name: Freedom Mountain Investments LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Pennsylvania
- Filing period: October 2026
- Form ADV filing dated: January 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/141745
- AdvisorCensus page: https://advisorcensus.com/firm/freedom-mountain-investments-141745

## Quick answers

**How is Freedom Mountain Investments compensated?**
On its Form ADV (Item 5.E, October 2026), Freedom Mountain Investments reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Freedom Mountain Investments registered with the SEC or a state?**
Freedom Mountain Investments is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 141745.

**How much does Freedom Mountain Investments manage?**
Freedom Mountain Investments reports $11,549,162 in regulatory assets under management in its Form ADV filing dated January 19, 2026 (80% discretionary).

**What types of clients does Freedom Mountain Investments serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (5).

**Does Freedom Mountain Investments 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/141745

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $11,549,162
- Discretionary: $9,248,379
- Non-discretionary: $2,300,783

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 5 | $11,549,162 |

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

### Firm details
- Registered since: 2007 (19 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Freedom Mountain Investments (CRD 141745): Form ADV filing data as of October 2026.