CRD: 165151
Freedom Wealth Advisors, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Harbor vertex
- Established Date
- 08-23-2012
- Office Locations
- 1
Office Locations
About Freedom Wealth Advisors, LLC
Freedom Wealth Advisors, LLC is an independent RIA in North Yarmouth, Maine offering financial planning and investment management across stocks, bonds, mutual funds and ETFs, plus an open-architecture platform for non-traditional investments via self-directed retirement accounts. The firm also supports employer retirement plans, including Freedom Choice 401(k) and ROBS structures, with a focus on due diligence and diversification beyond public markets. Custody includes Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
LAURIE ANN BACHELDER
Advisor, Owner
- CRD
- #4109168
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $11,749,759 | -- |
| Total | $11,749,759 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $11,749,759
| Asset class | Assets | Assets % |
|---|---|---|
| Other | $4,510,954,625 | 53.6% |
| Equity - Exchange | $3,905,005,496 | 46.4% |
| Total | $8,415,960,121 | 100.0% |