Freedom Financial Partners LLC
Freedom Financial Partners LLC is an SEC-registered wealth manager in Oakdale, MN with $377.9M assets under management (AUM, regulatory AUM), +26% over one year. See who owns Freedom Financial Partners LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 327560, SEC 801-128748, data through 2026-02-10.
- AUM (assets under management / regulatory AUM)
- $377.9M (2026-02-10)
- Firm type
- Wealth Manager
- Location
- Oakdale, MN
- Employees
- 8
- Clients
- 308
- CRD
- 327560
- Ownership
- SCHWALBACH, JOHN, STEPHEN; HOLMGREN, JONATHAN, GREGORY; CHRISTIAN, TREVER, THOMAS
How much AUM does Freedom Financial Partners LLC have?
Freedom Financial Partners LLC reported $377.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-10).
Who owns Freedom Financial Partners LLC?
Disclosed owners and executives of Freedom Financial Partners LLC include SCHWALBACH, JOHN, STEPHEN, HOLMGREN, JONATHAN, GREGORY, CHRISTIAN, TREVER, THOMAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.