F
$61.8M Total AUM
$61.8M Disc. AUM
-- 3Y CAGR
1 Employees
131 ADV. Clients
9 yrs Firm Age
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- Custodian
- Axos · Charles Schwab & Company · JP Morgan
- Clients
- Retail
- Platforms
- Capital
- Established Date
- 01-03-2017
- Office Locations
- 1
Office Locations
-- Powell OH
About Freewood Private Wealth Management, LLC
Freewood Private Wealth Management is an Ohio-based boutique RIA providing comprehensive wealth management and financial planning, with a focus on helping clients plan for retirement. The firm builds asset-allocation portfolios that lean heavily on ETFs and also uses mutual funds, and can support estate, charitable, and insurance planning. Custody includes Charles Schwab.
Team overview
51 AVG AGE
$61.8M AVG AUM / ADVISOR
$471.6K AVG AUM / CLIENT
9.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
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Asset Classes
Alpha ridge Crest momentum
Client Personas
Unison Vertex
Custodian
Meridian vector Legacy horizon
Investment Themes
Vital
Investment Vehicles
Unison
Platform
Pathway
Services
Delta ridge Frontier vector Ember crest Unison Value Crest
Technology
Legacy
Owner & Executives
JILL WOOD
Chief Compliance Officer, Owner, PRINCIPAL
- CRD
- #5576635
- Ownership
- 50% but less than 75%
(955) 219-6944
atlas.zenith@pathwaycapital.com
in linkedin.com/in/matrix-prime
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $61,777,351 | -- |
| Non-Discretionary | $0 | -- |
| Total | $61,777,351 | -- |
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Separately Managed Accounts
Total SMA Asset: $61,777,351
Equity - Exchange:
48.2% Cash:
51.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,292,076,903 | 48.2% |
| Cash | $2,463,269,369 | 51.8% |
| Total | $4,755,346,272 | 100.0% |