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FINANCIAL FREEDOM FOR DENTISTS LLC

SNOQUALMIE, WA · CRD 301981 · IAPD ↗ · 425-888-1911

$182.2MRegulatory AUM
3Advisory reps
3Employees
6Clients
11-25Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2025 — FINANCIAL FREEDOM FOR DENTISTS LLC reports 51-100 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
April 2025 — FINANCIAL FREEDOM FOR DENTISTS LLC now reports custody of client assets ($1.6M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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