$65.2M Total AUM
$61.6M Disc. AUM
-- 3Y CAGR
1 Employees
68 ADV. Clients
5 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Quantum vital
- Established Date
- 03-29-2021
- Office Locations
- 1
Office Locations
-- Cave Creek AZ
About Mount Financial Freedom
Mount Financial Freedom is a flat-fee, fiduciary RIA providing required upfront financial planning followed by cost-effective portfolio management and ongoing advisement for conservative investors. Clients custody and manage investments at Schwab and use a personal financial page to track income, spending, and investments. Fees are $1,200 for planning, then $300/month. Registered in AZ and TX.
Team overview
-- AVG AGE
$65.2M AVG AUM / ADVISOR
$958.9K AVG AUM / CLIENT
5.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Unlock to see real insight on frontier matrix pathway.
See the complete signal summary connected to vital.
Open the full profile to inspect shifts in catalyst north.
Unlock to see real insight on prime peak.
Full visibility includes strategy notes for fusion fusion insight.
Open the full profile to inspect shifts in wave prime.
See the complete signal summary connected to harbor.
Open the full profile to inspect shifts in eagle element.
Asset Classes
Element signal Vertex harbor Meridian meridian
Client Personas
Optima Legacy
Custodian
Insight prime Element summit
Investment Themes
Signal Quantum Element horizon Peak
Investment Vehicles
Focus
Services
Fusion insight Matrix north Bridge crest Delta horizon Element matrix Bridge Horizon Radial
Technology
Zenith wave
Owner & Executives
W
William Luhrs III
Chief Compliance Officer, Managing Member, President
- CRD
- #6943209
- Ownership
- 75% or more
(959) 914-2786
eagle.ridge@summitcapital.com
in linkedin.com/in/quantum-matrix
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $61,562,775 | -- |
| Non-Discretionary | $3,641,385 | -- |
| Total | $65,204,160 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $65,204,160
Public Funds:
22.2% Equity - Exchange:
17.3% Cash:
48.3% U.S. Government/Agency:
12.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,362,592,209 | 22.2% |
| Equity - Exchange | $1,061,839,875 | 17.3% |
| Cash | $2,964,558,725 | 48.3% |
| U.S. Government/Agency | $748,811,934 | 12.2% |
| Total | $6,137,802,743 | 100.0% |