F
$47.4M Total AUM
$1.6M Disc. AUM
-- 3Y CAGR
2 Employees
121 ADV. Clients
0 yrs Firm Age
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- Custodian
- LPL Financial
- Clients
- Retail
- Platforms
- MatrixInsight insight
- Established Date
- 10-30-2025
- Office Locations
- 1
Office Locations
7307 N Division ST, STE 305 Spokane WA
About Freedom Wealth Management LLC
Freedom Wealth Management LLC is a Spokane-based RIA. The firm has been operating for 0 years. Managing $47.4M in total assets under management, with 1 advisory representatives. They custody assets with LPL Financial. Services offered include Asset Management, Business Succession, Equity Compensation.
Team overview
64 AVG AGE
$47.4M AVG AUM / ADVISOR
$391.5K AVG AUM / CLIENT
0.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Zenith value Matrix ridge Momentum Element oak Timber
Client Personas
Element
Custodian
Wave momentum Ridge Vital vital Vector Radial radial
Investment Themes
Catalyst Horizon wave
Investment Vehicles
Fusion Value signal
Services
Fusion optima Delta unison Crest meridian Foundation ember Foundation radial Fusion focus Pathway Eagle Beacon insight Fusion Timber
Technology
Meridian Timber wave
Owner & Executives
P
Peter Graves Blackwell
Chief Compliance Officer, Financial Advisor, General Partner, Manager
- CRD
- #4229348
- Ownership
- 75% or more
(834) 913-4133
atlas.horizon@vertexcapital.com
in linkedin.com/in/capital-momentum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,611,800 | -- |
| Non-Discretionary | $45,757,594 | -- |
| Total | $47,369,394 | -- |
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Separately Managed Accounts
Total SMA Asset: $47,369,394
Public Funds:
9.1% Equity - Exchange:
16.9% Cash:
26.8% Corporate - Investment Grade:
7.1% Corporate - Non-Investment Grade:
24.6% Municipal Bonds:
15.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $747,752,554 | 9.1% |
| Equity - Exchange | $1,388,683,315 | 16.9% |
| Cash | $2,202,172,358 | 26.8% |
| Corporate - Investment Grade | $583,411,334 | 7.1% |
| Corporate - Non-Investment Grade | $2,021,397,015 | 24.6% |
| Municipal Bonds | $1,273,644,460 | 15.5% |
| Total | $8,217,061,036 | 100.0% |