DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Freedom Family Office, LLC

Independent wealth managerCRD 310275SEC 801-119576websiteIAPD
Latest filing Apr 30, 2026
First filing on the tape Sep 2, 2020 · 23 filings
SEC status approved since Oct 2, 2020
RAUM
$162M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
70%
$114M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$32.4M
derived; firm RAUM over IAPD count
Employees
10
5 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
0
reported on Schedule D
History
23 filings and snapshots on the tape
RAUM$162M as of Apr 30, 2026
Mar 31, 2021$63.0M then
HNW client RAUM$95.2M as of Apr 30, 2026
Mar 31, 2021$63.0M then
State-registered IARs (5.B.3)5 as of Apr 30, 2026
Mar 31, 20213 then
Employees (5.A)10 as of Apr 30, 2026
Mar 31, 20215 then
Private funds1 as of Jan 21, 2025
Mar 28, 20241 then
RAUM +13% over the last fiscal year+13% a year over threeIARs 3 to 5
Practice profile
derived from the filing of Apr 30, 2026; every figure names its basis
Archetypes, each a printed rule
  • HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
RAUM per advisor
$32.4MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
23derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$2.2MderivedHNW RAUM over HNW clients
Average account
$750,652derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
1.4%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
2.0derivedItem 5.A over advisors
Advisors per office
1.3derived4 offices incl. principal (1.F.5)
RAUM growth, one year
+13%derivedbetween the last two annual amendments
Advisor growth, one year
+67%derivedItem 5.B.3 between annual amendments
Client growth, one year
+43%derived
Compensation
percentage of assets, hourly, fixed fees, otherreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers, otherreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
  • marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$95.2M59%
  • Corporations and businesses$45.8M28%
  • Individuals$18.8M12%
  • Charitable organizations$1.5M0.9%
  • Pension and profit-sharing plans$837,9410.5%
Individual clients
72reported
HNW clients
44reported
Pension plan clients
6reported
Charitable clients
n/areported
Accounts
216reported
Financial planning clients
26-50reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
private_client_share=0.7 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Jenna KozodoyJupiter, Fl Jul 22, 202113 y0
Stacy Lynn CulottaCertified Financial PlannerMesa, Az Aug 25, 202522 y4
Anthony Joseph CulottaCertified Financial PlannerMesa, Az Mar 10, 202631 y1
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Private funds
1 reported on Schedule D 7.B.(1)
FundTypeGross assetsOwnersFirst reported
Freedom Opportunity Fund, LLCReal Estate Fund$4.9M5Mar 28, 2024
Owners and control persons
Schedule A and B, latest filing
  • Gabriel Ronald Rosenfarb · Chief Compliance Officercontrol
    since 09/2023 · owns less than 5%
  • Gabriel Ronald Rosenfarb · Trusteecontrol
    since 07/2020 · owns F of The Freedom Legacy Trust (Irrevocable)
Entity owners
  • The Freedom Legacy Trust (Irrevocable) · Managing Member
    direct · owns 75% or more
  • Intermountain Fiduciary Services Inc. · Trustee
    indirect · owns F of The Freedom Legacy Trust (Irrevocable)
Related persons
Schedule D 7.A
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
Jupiter, Fl520
Mesa, Az210
Offices
Schedule D 1.F, the 25 largest
  • San Antonio, TX1 employees
  • , 1 employees
What changed
consecutive filings, newest first
  • Accounts · 163 to 216
    Jan 23, 2026 to Mar 4, 2026
  • Charity clients · 1.0 to unset
    Jan 23, 2026 to Mar 4, 2026
  • Corporate clients · 13 to 8
    Jan 23, 2026 to Mar 4, 2026
  • HNW clients · 41 to 44
    Jan 23, 2026 to Mar 4, 2026
  • Individual clients · 40 to 72
    Jan 23, 2026 to Mar 4, 2026
  • Pension plan clients · 5 to 6
    Jan 23, 2026 to Mar 4, 2026
  • Employees · 15 to 10
    Jan 23, 2026 to Mar 4, 2026
  • Insurance-licensed employees · 2 to 1
    Jan 23, 2026 to Mar 4, 2026
  • Other offices · 4 to 3
    Jan 23, 2026 to Mar 4, 2026
  • Discretionary RAUM · $143M to $162M
    Jan 23, 2026 to Mar 4, 2026
  • HNW RAUM · $79.5M to $95.2M
    Jan 23, 2026 to Mar 4, 2026
  • Individual RAUM · $8.3M to $18.8M
    Jan 23, 2026 to Mar 4, 2026
  • Pension RAUM · $676,000 to $837,941
    Jan 23, 2026 to Mar 4, 2026
  • RAUM · $143M to $162M
    Jan 23, 2026 to Mar 4, 2026
  • Related adviser · true to false
    Jan 23, 2026 to Mar 4, 2026
  • Advisory employees · 3 to 5
    Jul 3, 2025 to Jan 23, 2026
  • Employees · 13 to 15
    Jul 3, 2025 to Jan 23, 2026
  • State-registered IARs · 3 to 5
    Jul 3, 2025 to Jan 23, 2026
  • Financial planning clients · 26-50 to 26-50
    Jun 20, 2025 to Jul 3, 2025
  • Other offices · 3 to 4
    Apr 29, 2025 to Jun 20, 2025
  • Advisory employees · 5 to 3
    Jan 21, 2025 to Apr 29, 2025
  • HNW clients · 37 to 41
    Jan 21, 2025 to Apr 29, 2025
  • Individual clients · 38 to 40
    Jan 21, 2025 to Apr 29, 2025
  • Pension plan clients · 6 to 5
    Jan 21, 2025 to Apr 29, 2025
  • Financial planning clients · 51-100 to 26-50
    Jan 21, 2025 to Apr 29, 2025
  • HQ city · PARKLAND to
    Jan 21, 2025 to Apr 29, 2025
  • HQ state · FL to
    Jan 21, 2025 to Apr 29, 2025
  • State-registered IARs · 5 to 3
    Jan 21, 2025 to Apr 29, 2025
  • Other offices · 5 to 3
    Jan 21, 2025 to Apr 29, 2025
  • Private funds · 1 to unset
    Jan 21, 2025 to Apr 29, 2025
  • Discretionary RAUM · $140M to $143M
    Jan 21, 2025 to Apr 29, 2025
  • HNW RAUM · $73.8M to $79.5M
    Jan 21, 2025 to Apr 29, 2025
  • Individual RAUM · $10.9M to $8.3M
    Jan 21, 2025 to Apr 29, 2025
  • Pension RAUM · $1.1M to $676,000
    Jan 21, 2025 to Apr 29, 2025
  • RAUM · $140M to $143M
    Jan 21, 2025 to Apr 29, 2025
  • Related insurance company · true to false
    Jan 21, 2025 to Apr 29, 2025
  • Accounts · 123 to 163
    Nov 8, 2023 to Mar 28, 2024
  • Corporate clients · 7 to 13
    Nov 8, 2023 to Mar 28, 2024
  • HNW clients · 31 to 37
    Nov 8, 2023 to Mar 28, 2024
  • Individual clients · 28 to 38
    Nov 8, 2023 to Mar 28, 2024
Signals
6 dated events
  • Farnum Peter Culver (Managing Member) no longer on Schedule A of Freedom Family Office, Llc (listed 2023-09-28, absent 2023-10-05)
    Oct 5, 2023 · Control person left · inference
  • Alex Lee (Chief Compliance Officer) no longer on Schedule A of Freedom Family Office, Llc (listed 2023-03-30, absent 2023-09-28)
    Sep 28, 2023 · Control person left · inference
  • Michael Craig Waldow left Freedom Family Office, Llc for Vanguard Advisers, Inc. (registered 2026-03-11)
    Sep 1, 2023 · Advisor changed firm · fact
  • Freedom Family Office, Llc reported 5 offices beyond its principal office, up from 0 (2022-08-01 to 2023-03-30)
    Mar 30, 2023 · Office count change · derived
  • Alex Lee (Chief Compliance Officer) appeared on Schedule A of Freedom Family Office, Llc
    Sep 28, 2021 · Control person joined · fact
  • Freedom Family Office, Llc filed its initial SEC registration (Form ADV)
    Sep 2, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
Firm profile
linkedin.com/company/freedom-family-officereportedpublic record, Form ADV, Sep 18, 2026
Website
talktofreedom.comreportedpublic record, Form ADV, Sep 18, 2026
Principal office phone
(855) 540-0400reportedpublic record, Form ADV, Apr 30, 2026
Provenance
Form ADV
SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors
IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class
Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor
$32.4Mderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026
Across the graphs

Freedom Family Office, LLC is the same institution as 1 record in Real Estate Funds.

Real Estate Funds1

Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.

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