Freedom Wealth Management

Finance · 1-10 Employees

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Overview

Phone Number

(805) 368-7000

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
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1

About Freedom Wealth Management

Freedom Wealth Management is a quality investment services firm that offers comprehensive financial strategies aimed at helping clients grow their wealth and plan for their family's future. They specialize in tailored financial plans, asset management, insurance services, and tax management, ensuring that clients receive personalized guidance throughout their financial journey. The firm prioritizes building trust-based relationships with clients, providing continual communication and professional advice to help achieve financial goals. Their services cater to individuals seeking long-term financial security and effective wealth management solutions.Explore more
Popular SearchesFreedom Wealth ManagementFreedom Wealth Management IncFreedom Wealth Management LLCFreedom WealthSIC Code 62,628NAICS Code 52,523Show more

Freedom Wealth Management Org Chart

PhoneEmail
JB

Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Freedom Wealth Management

<$5M
1-10
Private
-
2020
JB
Joan BernsteinFinancial Advisor
$6.6M
11-50
Private
-
2000
Erin Gay, Founder & Chief Executive Officer at Legacy Financial Associates
Erin GayFounder & CEO
<$5M
1-10
Private
-
2007
JL
Jamie LalsingAdministrator Pa
<$5M
1-10
Private
<$5M
2001
CD
Clayton DudleyFinancial Advisor
<$5M
1-10
Private
-
2010
N/A
<$5M
1-10
Private
-
-
SC
Steven CrabtreeFinancial Advisor
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Freedom Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Freedom Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Freedom Wealth Management.

Freedom Wealth Management Tech Stack

A closer look at the technologies used by Freedom Wealth Management

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Frequently Asked Questions Regarding Freedom Wealth Management

What is Freedom Wealth Management's official website?
Freedom Wealth Management's official website is www.freedomwmi.com
What is Freedom Wealth Management's Revenue?
Freedom Wealth Management's revenue is <$5 Million
What is Freedom Wealth Management's SIC code?
Freedom Wealth Management's SIC: 62,628
What is Freedom Wealth Management's NAICS code?
Freedom Wealth Management's NAICS: 52,523
How many employees does Freedom Wealth Management have?
Freedom Wealth Management has 1-10 employees
What industry does Freedom Wealth Management belong to?
Freedom Wealth Management is in the industry of: Finance, Insurance, Securities Trading
What is Freedom Wealth Management competition?
Freedom Wealth Management top competitors include: Chapman Financial Partners, Legacy Financial Associates, Manning Financial Services, The River Suite Wealth Partners
What technology does Freedom Wealth Management use?
Some of the popular technologies that Freedom Wealth Management uses are: Cloudflare Website Optimization, Cloudflare CDN, Proofpoint, Google Font API
How do I contact Freedom Wealth Management?
Freedom Wealth Management contact info: Phone number: (805) 368-7000 Website: www.freedomwmi.com
What does Freedom Wealth Management do?

Freedom Wealth Management is a quality investment services firm that offers comprehensive financial strategies aimed at helping clients grow their wealth and plan for their family's future. They specialize in tailored financial plans, asset management, insurance services, and tax management, ensuring that clients receive personalized guidance throu... ghout their financial journey. The firm prioritizes building trust-based relationships with clients, providing continual communication and professional advice to help achieve financial goals. Their services cater to individuals seeking long-term financial security and effective wealth management solutions.Read More

Is Freedom Wealth Management a public company?
Freedom Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Freedom Wealth Management

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