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FINANCIAL FREEDOM FOR DENTISTS LLC
CRD 301981File 801-122541
APPROVED
Retail clients
Custody
Filing as of Jun 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$182.2M
Bottom 25% of cohort (national)
Discretionary AUM
$182.2M
Clients
143
448 accounts
Employees
3
Bottom 25% of cohort in WA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Oct 22, 2021
- Principal office
- 34627 SE SWENSON DR., SUITE 100, SNOQUALMIE, WA, 98065
- Phone
- 425-888-1911
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $182.2M
- Discretionary AUM
- $182.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 448
- Non-discretionary accounts
- 0
- Total accounts
- 448
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 37 | $108.3M |
| Pension and profit sharing plans | 24 | $62.1M |
| Individuals (other than high net worth individuals) | 82 | $11.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jul 1, 2026 | Clients | 160 | 143 | decreased by17 |
| Jul 1, 2026 | AUM | $165,561,000 | $182,154,130 | increased by$16,593,130 |
| Jul 1, 2026 | Accounts | 468 | 448 | decreased by20 |
| Apr 1, 2026 | Clients | 149 | 160 | increased by11 |
| Apr 1, 2026 | AUM | $138,000,000 | $165,561,000 | increased by$27,561,000 |
| Apr 1, 2026 | Accounts | 566 | 468 | decreased by98 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 2 | 3 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 103 | 149 | increased by46 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $116,200,000 | $138,000,000 | increased by$21,800,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 350 | 566 | increased by216 |
| Mar 1, 2022 | Clients | 99 | 103 | increased by4 |
| Mar 1, 2022 | AUM | $112,913,633 | $116,200,000 | increased by$3,286,367 |
| Mar 1, 2022 | Accounts | 385 | 350 | decreased by35 |
| Nov 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FINANCIAL FREEDOM” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FINANCIAL FREEDOM” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.