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FREEDOM FAMILY OFFICE, LLC

· CRD 310275 · IAPD ↗ · talktofreedom.com · (855) 540-0400

$162.1MRegulatory AUM
5Advisory reps
10Employees
0Clients
26-50Planning clients
0Private funds
12States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
February 2026 — FREEDOM FAMILY OFFICE, LLC notice-filed in NV, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
February 2026 — FREEDOM FAMILY OFFICE, LLC grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
25
August 2025 — FREEDOM FAMILY OFFICE, LLC changed its website from freedomfamilyoffice.com to talktofreedom.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
42
August 2025 — FREEDOM FAMILY OFFICE, LLC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
July 2025 — FREEDOM FAMILY OFFICE, LLC notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
July 2025 — FREEDOM FAMILY OFFICE, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
May 2025 — FREEDOM FAMILY OFFICE, LLC shrank from 5 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
50
April 2024 — FREEDOM FAMILY OFFICE, LLC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
70
April 2024 — FREEDOM FAMILY OFFICE, LLC now reports 1 private fund(s) ($4.9M gross).
Firm reports private funds for the first time.
Fund administrationCompliance

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