Financial Freedom For Dentists LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Snoqualmie, WA. Its latest Form ADV filing, dated March 11, 2026, reports $166M in regulatory assets under management, 3 employees, and 468 accounts.
Assets Under Management
$182M
Employees
3
Offices
--
Total Clients
143
Primary office
SNOQUALMIE, WA
34627 SE SWENSON DR., SUITE 100, SNOQUALMIE, WA, United States
Top client segmentIndividuals represent 57.3% of total clients.
Top client categories% of clientsClients
1
Individuals
57.3%
82
2
HNWI
25.9%
37
3
Pension Plans
16.8%
24
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$182Mas of June 30, 2026
Discretionary100.0%
$182M
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.
Total AUM$182M
Total Accounts448
10Y AUM Change+$69M (+61.3%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee48:1
10Y Employee Change+1 (+50.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.