Financial Freedom
Financial Freedom is an SEC-registered wealth manager in Cincinnati, OH with $443.2M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Financial Freedom: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 118772, SEC 801-63647, data through 2026-03-13.
- AUM (assets under management / regulatory AUM)
- $443.2M (2026-03-13)
- Firm type
- Wealth Manager
- Location
- Cincinnati, OH
- Employees
- 4
- Clients
- 114
- CRD
- 118772
- Ownership
- OSGOOD, ALLEN, AGLE
How much AUM does Financial Freedom have?
Financial Freedom reported $443.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-13).
Who owns Financial Freedom?
Disclosed owners and executives of Financial Freedom include OSGOOD, ALLEN, AGLE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.