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FREEDOM ASSET MANAGEMENT

SPOKANE, WA · CRD 335660 · IAPD ↗ · freedomasset.net · 5096066676

$142.0MRegulatory AUM
1Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
October 2026 — FREEDOM ASSET MANAGEMENT notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
February 2026 — FREEDOM ASSET MANAGEMENT's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
46
December 2025 — FREEDOM ASSET MANAGEMENT notice-filed in AZ, ID, UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
June 2025 — FREEDOM ASSET MANAGEMENT (SPOKANE, WA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 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.