# Freedom Financial Partners: portfolio, investments and team > Freedom Financial Partners is a wealth manager based in United States. 1 investment on record, latest Jul 2009. Portfolio, stages, co-investors and team. Source: https://millionrounds.com/fund/freedom-financial-partners (Millionrounds; every figure on the page links to its filing or article) United States · [Investor](https://millionrounds.com/investors) # Freedom Financial Partners Last cheque observed Jul 2009. Silence since then is not evidence of inactivity: our sources miss unannounced rounds. Quiet Wealth manager Advice Impact Investing Cheques on record **0%** of best year **0** **cheques in 12 months**, 1 on record Since the last cheque **6312** days **00** hrs **00** min **00** sec Rounds led **0 of 1** Exits **1 from the portfolio** Pitch Freedom Financial Partners ## Freedom Financial Partners highlights - 01 1 rounds on record - 02 1 exits from the portfolio ## What they do - **Type:** Wealth manager (from a list, unverified) - **Cheque size:** Not stated - **Sectors:** Advice Impact Investing - **Based in:** Encino, United States - **Cold pitches:** Not stated ## The record Every round we can evidence, newest first **1 appearances** - **2009** 1 round - **Jul** **[Home-Account](https://millionrounds.com/company/home-account)** US · thealarmclock.com **Undisclosed** With 1 other An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor. ## The team Named by the firm itself, on a filing, its Form ADV or its company registration **3 named** JS **John Stephen Schwalbach** Co-President i Form ADV JG **Jonathan Gregory Holmgren** Chief Compliance Officer i Form ADV TT **Trever Thomas Christian** Co-President i Form ADV We also hold **5** people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them. ## What the register says From the firm's own filings with the SEC, which it must file accurately by law **$378M** assets it manages Oct 2026 **Registered** investment adviser full reporting to the SEC - **Legal name:** Freedom Financial Partners LLC - **SEC number:** CRD 327560 ## Exits from the portfolio Companies it backed that were later bought or listed **1 in all** **[Home-Account](https://millionrounds.com/company/home-account)** Bought by Bills.com **Undisclosed** Jul 2010 An exit counts when it came after the firm's first round in the company. From historical deal records. ## The cheque Median round joined **-** the round, not its cheque Led 0 of 1 rounds **0%** - **Sole investor:** Never alone - **Last cheque:** Jul 2009 - **Exits:** 1 from the portfolio **Pitching Freedom Financial Partners?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque. Add to your CRM *→* ## Quick answers about Freedom Financial Partners ### What does Freedom Financial Partners invest in? Freedom Financial Partners says it invests in Advice and Impact Investing. ### How active is Freedom Financial Partners? 1 investments on record, 0 of them in the last 12 months. The most recent was in Jul 2009. ### Is Freedom Financial Partners investing now? No investments in the last 12 months; the latest was in Jul 2009. ### What kind of investor is Freedom Financial Partners? Freedom Financial Partners is a wealth manager based in Encino, United States. ### How much does Freedom Financial Partners manage? About $378M, as regulatory assets under management (Oct 2026). ### When was Freedom Financial Partners founded? Freedom Financial Partners was founded in 2013. ### Where does this information on Freedom Financial Partners come from? From 1 articles and filings naming it in a round, public registers and its own website, checked and rebuilt every night. ## Raising now? Find the investors who back rounds like yours, and keep every conversation on one fundraising board. Find similar investorsOpen your CRM Built from the rounds we watched, its filings and its own website, refreshed every night. [How we count](https://millionrounds.com/methodology) · [Report a correction](https://millionrounds.com/corrections?slug=freedom-financial-partners) · [Is this your firm? Claim it](https://millionrounds.com/claim?org=freedom-financial-partners)