# Freedom Wealth LLC

> Freedom Wealth LLC is a state-registered investment advisory firm in Appleton, WI, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 12, 2026.

- CRD: 327278
- Filed as: FREEDOM WEALTH LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Appleton, WI
- Filing period: October 2026
- Form ADV filing dated: January 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/327278
- AdvisorCensus page: https://advisorcensus.com/firm/freedom-wealth-llc-appleton-wi-327278

## Quick answers

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

**Where is Freedom Wealth LLC located?**
Freedom Wealth LLC's principal office is in Appleton, WI, according to its Form ADV.

**Is Freedom Wealth LLC registered with the SEC or a state?**
Freedom Wealth LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 327278.

**How much does Freedom Wealth LLC manage?**
Freedom Wealth LLC reports $6,292,440 in regulatory assets under management in its Form ADV filing dated January 12, 2026 (100% discretionary).

**What types of clients does Freedom Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (66); corporations or other businesses not listed above (2).

**Does Freedom Wealth LLC 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/327278

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $6,292,440
- Discretionary: $6,292,440
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 66 | $5,835,167 |
| Corporations or other businesses not listed above | 2 | $457,273 |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- yourfreedomwealth.com
- Facebook facebook.com
- LinkedIn @freedom-wealth-llc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Freedom Wealth LLC (CRD 327278): Form ADV filing data as of October 2026.