FREEDOM FAMILY OFFICE, LLC

CRD 310275File 801-119576

APPROVED

Retail clients

Disclosure events

Filing as of Apr 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$162.1M

Bottom 25% of cohort (national)

Discretionary AUM

$162.1M

Clients

130

216 accounts

Employees

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: Oct 2, 2020
Principal office: Not reported
Phone: (855) 540-0400
Website: https://talktofreedom.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $162.1M
Discretionary AUM: $162.1M
Non-discretionary AUM: $0
Discretionary accounts: 216
Non-discretionary accounts: 0
Total accounts: 216
AUM per client: $1.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	8	$45.8M
Charitable organizations	Fewer than 5	$1.5M
High net worth individuals	44	$95.2M
Pension and profit sharing plans	6	$838K
Individuals (other than high net worth individuals)	72	$18.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Hourly charges
Other (described) — THIRD PARTY ADVISER REFERRAL FEES
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

Q11
Q11A2

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.