F
$6.8M Total AUM
$6.8M Disc. AUM
-- 3Y CAGR
2 Employees
32 ADV. Clients
0 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-19-2026
- Office Locations
- 2
Office Locations
-- Rochester MI
-- Sacramento CA
About Freedom Formula Wealth Management
Freedom Formula Wealth Management is a Rochester-based RIA with 2 offices. The firm has been operating for 0 years. Managing $6.8M in total assets under management, with 2 advisory representatives. They custody assets with Altruist and Truist Bank.
Team overview
-- AVG AGE
$3.4M AVG AUM / ADVISOR
$212.2K AVG AUM / CLIENT
0.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
0yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
K
KYLE DANIEL HENRIS
Chief Compliance Officer, Owner
- CRD
- #6518335
- Ownership
- 75% or more
Available
Available
Available
R
RICHARD JAMES RUSSO II
Co-Owner, Financial Advisor
- CRD
- #6601024
- Ownership
- 10% but less than 25%
Available
Available
Available
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,789,897 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,789,897 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
Continue browsing