Data / Investment advisers / Idaho / Freedom Fiduciaries LLC
Freedom Fiduciaries LLC, Boise, ID: $585 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Freedom Fiduciaries LLC is an SEC registered investment adviser with its main office in Boise, Idaho and reports $585 million in regulatory assets under management in its Form ADV filed August 3, 2026. Its clients include pension and profit sharing plans and individuals. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Freedom Fiduciaries LLC (CRD number 323673): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 323673
- SEC file number
- 801-129892
- SEC status
- Approved, effective April 22, 2024
- Main office
- 250 S 5th St Ste 680, Boise, ID 83702
- Phone
- (208) 900-4331
- Website
- freedomfiduciaries.com
- Regulatory AUM
- $584,617,445 in the Form ADV filed August 3, 2026
- Discretionary AUM
- $584,617,445
- Accounts
- 124
- Employees
- 5, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 3, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 115 | $580.2 million |
| Individuals (other than high net worth individuals) | 9 | $4.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $584.6 million | March 13, 2026 |
| December 1, 2025 | $436.4 million | July 11, 2025 |
Other advisers in Boise
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Mountain Pacific Investment Advisers, LLC | Boise | $933.7 million | Not listed | adviserinfo.sec.gov |
| Teleo Capital Management LLC | Boise | $894.1 million | 8 | adviserinfo.sec.gov |
| Perspective Wealth Partners, LLC | Boise | $843.9 million | Not listed | adviserinfo.sec.gov |
| Helmstar Wealth Management | Boise | $785.6 million | Not listed | adviserinfo.sec.gov |
| Legacy Wealth Management, LLC | Boise | $629 million | Not listed | adviserinfo.sec.gov |
| Berkeley, Inc | Boise | $573.9 million | Not listed | adviserinfo.sec.gov |
| Wood Tarver Financial | Boise | $489 million | Not listed | adviserinfo.sec.gov |
| DB Fitzpatrick | Boise | $487 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Boise, ID
- Investment advisers in Idaho
- Advisers with $500 million to $1 billion in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving individuals
- Freedom Fiduciaries LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.