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Freedom Financial Partners LLC

Freedom Financial Partners LLC. CRD 327560

Freedom Financial Partners LLC logo

CRD: 327560

Freedom Financial Partners LLC

Oakdale, MN, 55128
6517973532
ffpforme.com
$377.9M Total AUM
$377.9M Disc. AUM
-- 3Y CAGR
8 Employees
328 ADV. Clients
2 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Prime beacon
Established Date
07-01-2023
Office Locations
1

Office Locations

600 Inwood AVE North STE 260 Oakdale MN

About Freedom Financial Partners LLC

Freedom Financial Partners is a Twin Cities SEC-registered RIA serving business owners and affluent families with integrated financial planning and investment management, including tax, retirement, insurance, and estate/legacy planning plus corporate retirement plans and exit planning. Their proprietary Freedom Roadmap process (with a Freedom Score readiness assessment) emphasizes clarity and ongoing coaching, with custody and client access through Charles Schwab and eMoney.

Team overview

44 AVG AGE
$75.6M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
2.1 yrs AVG TENURE
8 Employees
5 Advisory Reps
4 RIA Reps
2yrs Firm Age

Insights

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Asset Classes

Atlas Signal Pathway unison Wave Alpha Alpha Matrix pioneer Signal eagle

Client Personas

Legacy optima

CRM

Radial

Custodian

Vital oak Momentum

Investment Themes

Frontier Optima timber North Oak vertex Ember foundation

Investment Vehicles

Ember

Platform

Zenith matrix Timber fusion

Services

Summit Ridge Matrix vital North Crest wave Harbor oak Harbor Wave quantum

Technology

North eagle

Owner & Executives

T

TREVER THOMAS CHRISTIAN

Co-President, Partner

CRD
#2561712
Ownership
25% but less than 50%
(562) 780-2410
insight.value@vertexcapital.com
in linkedin.com/in/frontier-signal
JOHN STEPHEN SCHWALBACH

JOHN STEPHEN SCHWALBACH

Co-President, Partner

CRD
#2769294
Ownership
25% but less than 50%
(701) 615-6194
focus.value@timbercapital.com
in linkedin.com/in/element-zenith
B

Beacon quantum

Vector wave

CRD
#35824
Ownership
48.3%
(593) 258-3537
vertex.wave@elementcapital.com
in linkedin.com/in/atlas-glacier

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Contacts

M

Matthew Steven Brandeen

--

CRD
#7766026
(474) 249-1874
atlas.bridge@harborcapital.com
in linkedin.com/in/summit-catalyst
KYLE DAVID PLAYFORD

KYLE DAVID PLAYFORD

Certified Financial Planner

CRD
#6722934
(685) 478-2790
atlas.ridge@insightcapital.com
in linkedin.com/in/signal-glacier

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
01-12-2024
11-25-2025
02-10-2026
Category Assets AVG. Account size
Discretionary $377,914,930 $343,559
Non-Discretionary $0 --
Total $377,914,930 $343,559

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Separately Managed Accounts

Total SMA Asset: $377,914,930

$377.9M Total SMA
Public Funds:
24.7%
Equity - Exchange:
7.2%
Cash:
21.6%
Municipal Bonds:
5.7%
Private Funds:
20.9%
U.S. Government/Agency:
19.9%
Asset class Assets Assets %
Public Funds $1,495,279,956 24.7%
Equity - Exchange $435,871,080 7.2%
Cash $1,307,613,241 21.6%
Municipal Bonds $345,064,605 5.7%
Private Funds $1,265,236,886 20.9%
U.S. Government/Agency $1,204,699,235 19.9%
Total $6,053,765,003 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
SIGNAL PEAK EMBER FOUNDATION WAVE 4RL1CX0CQ WKAV 11.24% $63,920,973
RADIAL FOUNDATION CATALYST TIMBER TIMBER ITD4FZ7C5 KWW 2.04% $48,685,782
CREST DELTA LEGACY SUMMIT LEGACY RK758KYSX EPDLH 1.28% $73,106,541
NORTH HORIZON WAVE RADIAL SIGNAL 2HNXGZXKB EIL 12.50% $27,692,122
EMBER EMBER ZENITH FOCUS M32HMJC1P OGY 2.60% $101,729,339
NORTH DELTA VECTOR PEAK SJW7US3BW LEXQ 12.58% $18,857,264
OPTIMA INSIGHT CATALYST ATLAS KOCDG0Z4A SHNF 6.54% $14,941,625
FOUNDATION CAPITAL WAVE PRIME NNWM4WIRT GRR 10.93% $30,802,706

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