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
$166M
Employees
3
Offices
--
Total Clients
160
Primary office
SNOQUALMIE, WA
34627 SE SWENSON DR., SUITE 100, SNOQUALMIE, WA, United States
Top client segmentIndividuals represent 49.4% of total clients.
Top client categories% of clientsClients
1
Individuals
49.4%
79
2
HNWI
35.6%
57
3
Pension Plans
15.0%
24
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$166Mas of March 11, 2026
Discretionary100.0%
$166M
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$166M
Total Accounts468
10Y AUM Change+$53M (+46.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee53:1
10Y Employee Change+1 (+50.0%)
* 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.