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FREEGULLIVER, LLC

NEW ORLEANS, LA · CRD 117040 · IAPD ↗ · freegulliver.com · 504-899-0300

$836.6MRegulatory AUM
9Advisory reps
17Employees
1Clients
101-250Planning clients
29Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
January 2026 — FREEGULLIVER, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — FREEGULLIVER, LLC added office(s): 2 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
April 2025 — FREEGULLIVER, LLC reported RAUM up 46% ($548.3M -> $798.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
73
April 2025 — FREEGULLIVER, LLC reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2024 — FREEGULLIVER, LLC crossed $500M in regulatory AUM ($465.3M -> $548.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
March 2024 — FREEGULLIVER, LLC notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.