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FREEMAN WEALTH MANAGEMENT
FREEMAN WEALTH MANAGEMENT, LLC
CRD 333431
2626 COLE AVE, STE 300, DALLAS, TX, 75204, United States
Phone
817-909-1115
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$52.0M
Discretionary AUM
$52.0M
Team
3 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 22 | $10.0M |
| High net worth individuals | 22 | $42.0M |
Official SEC filing: View on IAPD