AUMdb

Love Your Life Llc Dba Freedom Asset Management

SEC-registered Wealth Manager · Small ($100M–$1B) CRD 335660 · SEC file 801-132831 · Spokane, WA · www.freedomasset.net
☆ Save with Pro ADV data as of Jan 22, 2026
Regulatory AUM
$142M
Discretionary
$142M
Clients
420
Avg AUM / client
$338K
Accounts
420
Employees
2

AUM over time

$0 $142M
Apr 22, 2025 Jan 22, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Jan 22, 2026

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 395 $69.0M 48.6%
High net worth individuals 25 $73.0M 51.4%

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Brandon Blaine Michaelsen Registered representative Jun 2025 (1y)

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)

FormPeriodSize
Form ADV (full filing) 01/22/2026 905 KB 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

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses
  • Pension consulting services

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports it does not have 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: Jan 22, 2026.

View current Form ADV (SEC/IAPD) ↗