Freedom Wealth Advisors, Llc
State-registered
Insurance-Affiliated · Small ($100M–$1B)
CRD 154270
· Lee's Summit, MO
· WWW.LINKEDIN.COM
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $104M
- Discretionary
- $93.2M
- Clients
- 253
- Avg AUM / client
- $412K
- Accounts
- 422
- Employees
- 6
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 210 | $41.0M | 39.3% |
| High net worth individuals | 28 | $61.0M | 58.5% |
| Pooled investment vehicles (non-investment companies) | 11 | $1.9M | 1.82% |
| Charitable organizations | Fewer than 5 clients | $325K | 0.31% |
| Corporations and other businesses | 4 | $0 | — |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Paul Allen Mcclain | Registered representative | Jul 2010 (16y) | ||
| Kurt Allen Johnson | Registered representative | Aug 2016 (10y) | ||
| Steve Williams | Registered representative | Sep 2019 (7y) | ||
| Martin Earl Brooks | Registered representative | Jan 2020 (7y) | ||
| Joshua Allen Johnson | Registered representative | Dec 2023 (3y) | ||
| Matthew M Bickley | Registered representative | Apr 2024 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.31 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $104M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗