FREEDOM WEALTH ALLIANCE, LLC
Legal name: FREEDOM WEALTH ALLIANCE
CRD #170456 SEC #801-79331 BROOKFIELD, WI 262-798-7979
SEC Registered
Total AUM
$320.1M
Discretionary
$318.9M
Employees
13
Clients
0
Accounts
1,542
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $279.8M | $278.7M | $1.1M | 12 | 4 |
| Sep 2022 | $320.1M | $318.9M | $1.2M | 13 | 0 |
| Jun 2022 | $320.1M | $318.9M | $1.2M | 13 | 0 |
| Apr 2022 | $320.1M | $318.9M | $1.2M | 13 | 0 |
| Feb 2022 | $320.1M | $318.9M | $1.2M | 13 | 0 |
| Aug 2021 | $289.8M | $287.2M | $2.6M | 14 | 0 |
| Aug 2021 | $289.8M | $287.2M | $2.6M | 14 | 0 |
| Aug 2021 | $289.8M | $287.2M | $2.6M | 14 | 0 |
| Jun 2021 | $289.8M | $287.2M | $2.6M | 14 | 0 |
| May 2021 | $289.8M | $287.2M | $2.6M | 14 | 0 |
| Mar 2021 | $289.8M | $287.2M | $2.6M | 14 | 0 |
| Mar 2021 | $289.8M | $287.2M | $2.6M | 14 | 0 |
| Jun 2020 | $275.9M | $274.8M | $1.1M | 14 | 0 |
| Mar 2020 | $275.9M | $274.8M | $1.1M | 14 | 0 |
| Mar 2019 | $226.9M | $225.6M | $1.3M | 13 | 0 |
| May 2018 | $247.7M | $246.6M | $1.1M | 14 | 0 |
| Mar 2018 | $247.7M | $246.6M | $1.1M | 14 | 0 |
| Mar 2017 | $216.4M | $216.4M | $0 | 13 | 600 |
| Jan 2017 | $170M | $170M | $0 | 11 | 400 |
| Apr 2016 | $170M | $170M | $0 | 11 | 400 |
| Mar 2016 | $170M | $170M | $0 | 11 | 400 |
| Mar 2015 | $191M | $190M | $1M | 9 | 400 |
| Jun 2014 | $147M | $146.3M | $700K | 8 | 0 |
| Mar 2014 | $0 | $0 | $0 | 8 | 0 |
DateMar 2023
Total AUM$279.8M
Discretionary$278.7M
Non-Disc.$1.1M
Employees12
Clients4
DateSep 2022
Total AUM$320.1M
Discretionary$318.9M
Non-Disc.$1.2M
Employees13
Clients0
DateJun 2022
Total AUM$320.1M
Discretionary$318.9M
Non-Disc.$1.2M
Employees13
Clients0
DateApr 2022
Total AUM$320.1M
Discretionary$318.9M
Non-Disc.$1.2M
Employees13
Clients0
DateFeb 2022
Total AUM$320.1M
Discretionary$318.9M
Non-Disc.$1.2M
Employees13
Clients0
DateAug 2021
Total AUM$289.8M
Discretionary$287.2M
Non-Disc.$2.6M
Employees14
Clients0
DateAug 2021
Total AUM$289.8M
Discretionary$287.2M
Non-Disc.$2.6M
Employees14
Clients0
DateAug 2021
Total AUM$289.8M
Discretionary$287.2M
Non-Disc.$2.6M
Employees14
Clients0
DateJun 2021
Total AUM$289.8M
Discretionary$287.2M
Non-Disc.$2.6M
Employees14
Clients0
DateMay 2021
Total AUM$289.8M
Discretionary$287.2M
Non-Disc.$2.6M
Employees14
Clients0
DateMar 2021
Total AUM$289.8M
Discretionary$287.2M
Non-Disc.$2.6M
Employees14
Clients0
DateMar 2021
Total AUM$289.8M
Discretionary$287.2M
Non-Disc.$2.6M
Employees14
Clients0
DateJun 2020
Total AUM$275.9M
Discretionary$274.8M
Non-Disc.$1.1M
Employees14
Clients0
DateMar 2020
Total AUM$275.9M
Discretionary$274.8M
Non-Disc.$1.1M
Employees14
Clients0
DateMar 2019
Total AUM$226.9M
Discretionary$225.6M
Non-Disc.$1.3M
Employees13
Clients0
DateMay 2018
Total AUM$247.7M
Discretionary$246.6M
Non-Disc.$1.1M
Employees14
Clients0
DateMar 2018
Total AUM$247.7M
Discretionary$246.6M
Non-Disc.$1.1M
Employees14
Clients0
DateMar 2017
Total AUM$216.4M
Discretionary$216.4M
Non-Disc.$0
Employees13
Clients600
DateJan 2017
Total AUM$170M
Discretionary$170M
Non-Disc.$0
Employees11
Clients400
DateApr 2016
Total AUM$170M
Discretionary$170M
Non-Disc.$0
Employees11
Clients400
DateMar 2016
Total AUM$170M
Discretionary$170M
Non-Disc.$0
Employees11
Clients400
DateMar 2015
Total AUM$191M
Discretionary$190M
Non-Disc.$1M
Employees9
Clients400
DateJun 2014
Total AUM$147M
Discretionary$146.3M
Non-Disc.$700K
Employees8
Clients0
DateMar 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0