Freedom Family Office, LLC
Freedom Family Office, LLC is an SEC-registered wealth manager with $162.1M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Freedom Family Office, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 310275, SEC 801-119576, data through 2026-04-30.
- AUM (assets under management / regulatory AUM)
- $162.1M (2026-04-30)
- Firm type
- Wealth Manager
- Employees
- 10
- Clients
- 130
- CRD
- 310275
- Ownership
- HASSEBROEK, PAUL, WILLIAM; LEE, ALEX; IWM ADVISORS, LLC; THE FREEDOM LEGACY TRUST (IRREVOCABLE); INTERMOUNTAIN FIDUCIARY SERVICES INC.
How much AUM does Freedom Family Office, LLC have?
Freedom Family Office, LLC reported $162.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-30).
Who owns Freedom Family Office, LLC?
Disclosed owners and executives of Freedom Family Office, LLC include HASSEBROEK, PAUL, WILLIAM, LEE, ALEX, IWM ADVISORS, LLC, THE FREEDOM LEGACY TRUST (IRREVOCABLE), INTERMOUNTAIN FIDUCIARY SERVICES INC.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.