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FREEDOM FINANCIAL ASSET MANAGEMENT, LLC

SAN MATEO, CA · CRD 170229 · IAPD ↗ · 650-954-2444

$758.0MRegulatory AUM
1Advisory reps
17Employees
0Clients
n/aPlanning clients
1Private funds
2States
1Disclosures
fundSegment
ApprovedSEC status

Filing changes

48
April 2025 — FREEDOM FINANCIAL ASSET MANAGEMENT, LLC (SAN MATEO, CA) left the SEC roster (was $758.0M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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