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- Custodian
- Charles Schwab & Company · Nationwide · Northern Trust
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-20-2010
- Office Locations
- 2
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 89.4% is discretionary and 10.6% is non-discretionary.
The firm reports 6 advisory representatives and 278 clients, or 46.3 clients per representative. That equates to $374.9K in reported AUM per client.
The profile lists 2 reported office locations and 16 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Freedom Wealth Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
PAUL ALLEN MCCLAIN
Advisor, Chief Compliance Officer, Chief Investment Officer
- CRD
- #1982523
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Matthew M Bickley
--
- CRD
- #6927317
MARTIN EARL BROOKS
Managing Partner
- CRD
- #4507464
Showing 2 of 6 contacts
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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
SMA allocation detail is available
Freedom Wealth Advisors, LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.