Financial Freedom House is an SEC registered investment adviser organized as a corporation with a primary office location in Waterford, MI. Its latest Form ADV filing, dated March 27, 2026, reports $213M in regulatory assets under management, 10 employees, 2 offices, and 533 accounts.
Assets Under Management
$213M
Employees
10
Offices
2 offices
Total Clients
533
Primary office
WATERFORD, MI
6515 HIGHLAND RD, SUITE 240, WATERFORD, MI, United States
Top client segmentIndividuals represent 88.7% of total clients.
Top client categories% of clientsClients
1
Individuals
88.7%
473
2
HNWI
9.4%
50
3
Pension Plans
1.9%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$213Mas of March 27, 2026
Discretionary100.0%
$213M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$213M
Total Accounts533
10Y AUM Change+$81M (+61.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee53:1
10Y Employee Change+1 (+11.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.