$104.2M Total AUM
$93.2M Disc. AUM
-- 3Y CAGR
6 Employees
278 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Nationwide · Northern Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-20-2010
- Office Locations
- 2
Office Locations
110 SW 3RD Street Lee's Summit MO
4963 C Goodview Circle Lee's Summit MO
About Freedom Wealth Advisors, LLC
Freedom Wealth Advisors, LLC is a Missouri-based RIA providing financial and investment planning, tax/estate and retirement planning, and insurance/annuity guidance for business owners, entrepreneurs, and retirees. Portfolios lean heavily on ETFs (the majority of managed assets) alongside public funds and cash, with custody through providers including Charles Schwab.
Team overview
61 AVG AGE
$17.4M AVG AUM / ADVISOR
$374.9K AVG AUM / CLIENT
7.4 yrs AVG TENURE
6 Employees
6 Advisory Reps
6 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
Available
Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
PAUL ALLEN MCCLAIN
Advisor, Chief Compliance Officer, Chief Investment Officer
- CRD
- #1982523
- Ownership
- 75% or more
Available
Available
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M
Matthew M Bickley
--
- CRD
- #6927317
Available
Available
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MARTIN EARL BROOKS
Managing Partner
- CRD
- #4507464
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $93,225,000 | -- |
| Non-Discretionary | $11,000,000 | -- |
| Total | $104,225,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available Other:
Available Private Funds:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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