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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-02-2020
- Office Locations
- 5
Office Locations
About Freedom Family Office, LLC
Freedom Family Office, LLC provides personalized wealth advice and family office services designed for entrepreneurs. The team supports portfolio construction, risk management, and business succession planning, using primarily public funds and ETFs alongside fixed income and select alternative exposures such as real estate and private equity. Reported custodians include LPL Financial and Gemini Trust.
Reported data analysis
What the numbers show
Between July 3, 2025 and April 30, 2026, reported AUM increased 13.0%, from $143.5M to $162.1M.
Across 5 reported observations, AUM increased 46.4% between August 1, 2022 and April 30, 2026, from $110.7M to $162.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 5 advisory representatives and 130 clients, or 26 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 5 reported office locations and 6 years in operation. The source data was last updated on April 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Freedom Family Office, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
RONALD GABRIEL ROSENFARB
Chief Operating Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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KYLE ASHTON ANDREW CAIN
Chief Investment Officer
- CRD
- #5447591
ANTHONY JOSEPH CULOTTA
Wealth Advisor
- CRD
- #2550533
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $162,140,871 | $750,652 |
| Non-Discretionary | $0 | -- |
| Total | $162,140,871 | $750,652 |
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Separately Managed Accounts
SMA allocation detail is available
Freedom Family Office, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.