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FREEDOM FIDUCIARIES LLC

BOISE, ID · CRD 323673 · IAPD ↗ · freedomfiduciaries.com · 208-900-4331

$584.6MRegulatory AUM
3Advisory reps
5Employees
15Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — FREEDOM FIDUCIARIES LLC crossed $500M in regulatory AUM ($436.4M -> $584.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
64
March 2025 — FREEDOM FIDUCIARIES LLC reported RAUM up 32% ($331.6M -> $437.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
September 2024 — FREEDOM FIDUCIARIES LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
September 2024 — FREEDOM FIDUCIARIES LLC reported RAUM up 26% ($263.8M -> $331.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
June 2024 — FREEDOM FIDUCIARIES LLC notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
June 2024 — FREEDOM FIDUCIARIES LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
98
May 2024 — FREEDOM FIDUCIARIES LLC (BOISE, ID) is newly SEC-registered with $263.8M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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