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Freedom Wealth Alliance Share
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Overview Share
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Brookfield, Wisconsin
$275.9 million AUM
2 offices

Freedom Wealth Alliance is based in Brookfield, Wisconsin and has $275.9 million in assets under management.

Location
675 North Barker Road
Suite 220
Brookfield, WI 53045
$275.9 million
AUM
14
Employees
AUM Share
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$275,915,860
Assets under management
1,476 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 591 $161,492,754 59% $273,253
High net worth individuals 84 $108,703,433 39% $1,294,088
Pension and profit sharing plans 3 $4,923,792 2% $1,641,264
Charitable organizations 2 $795,881 0% $397,940
Employees Share
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14
Employees
10
Investment analysts
71% of total employees
AUM per employee Share
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$275,915,860
Assets under management
$19,708,276
AUM per employee
$27,591,586
AUM per investment analyst
About Share
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Compensation

Freedom Wealth Alliance makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Freedom Wealth Alliance provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Firm data Share
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CRD number 170,456
SEC number 801-79331
Legal structure Limited Liability Company
Legal governance Wisconsin, United States
Latest ADV filing date March 17, 2020

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