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FREEDOM ADVISORY

GUAYNABO, PR · CRD 147546 · IAPD ↗ · 787-792-3000

$880.6MRegulatory AUM
6Advisory reps
11Employees
18Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
March 2026 — FREEDOM ADVISORY reported RAUM up 26% ($697.8M -> $880.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
March 2026 — FREEDOM ADVISORY now reports custody of client assets ($471.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
63
March 2025 — FREEDOM ADVISORY reported RAUM up 26% ($554.3M -> $697.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
March 2024 — FREEDOM ADVISORY crossed $500M in regulatory AUM ($471.9M -> $554.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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