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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-03-2023
- Office Locations
- 1
Office Locations
About Freedom Wealth LLC
Freedom Wealth LLC is an Appleton, WI registered investment adviser (launched 2023) providing asset allocation and portfolio management, including insurance-focused planning support, for clients including entrepreneurs. Portfolios are implemented primarily with public funds (mutual funds/ETFs) with stated focus areas that include fixed income and real estate. Custody includes Altruist (and Truist Bank). Owner-led, single-advisor firm.
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Owner & Executives
DAVID JOHN DONZE
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member, Owner
- CRD
- #6436008
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,292,440 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,292,440 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,292,440
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,255,859,393 | 48.1% |
| Cash | $1,744,656,329 | 37.2% |
| Equity - Exchange | $689,420,647 | 14.7% |
| Total | $4,689,936,369 | 100.0% |