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True Freedom Investing, LLC

● SEC registered since 2022CRD 322728SEC# 801-126397Coeur D'Alene, ID
Export (members)
Reg. AUM
$1.56B
Employees
15
Accounts
6,652
Location
Coeur D'Alene, ID

True Freedom Investing, LLC assets under management

True Freedom Investing, LLC is an SEC-registered investment adviser based in Coeur D'Alene, ID. The firm has been registered since 2022. It reports $1.6 billion in regulatory assets under management and employs 15 people.

True Freedom Investing, LLC owners & executives

8 reported
NameTitleOwnershipSince
Daniel Walter Pinkerton ControlCeoUnder 5%2026
Gery Joseph SadzewiczChief Compliance OfficerUnder 5%2022
Matthew Douglas Weed ControlCioUnder 5%2026
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Frequently asked questions

How much does True Freedom Investing, LLC manage?

True Freedom Investing, LLC reports $1.6 billion in regulatory assets under management on its Form ADV.

How many employees does True Freedom Investing, LLC have?

True Freedom Investing, LLC reports 15 employees.

Where is True Freedom Investing, LLC located?

True Freedom Investing, LLC is based in Coeur D'Alene, ID and has been SEC-registered since 2022.

Does True Freedom Investing, LLC disclose fund performance?

True Freedom Investing, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2000 John Loop, Coeur D'Alene, ID 83814
Phone800-634-2008
Office hours8a.m. - 5p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Regulatory AUM

$1.56B▲ 259%
Jan '25 — $434MFeb '25 — $434MMar '25 — $581.6MApr '25 — $581.6MMay '25 — $581.6MJun '25 — $581.6MJul '25 — $581.6MAug '25 — $581.6MSep '25 — $581.6MOct '25 — $581.6MNov '25 — $581.6MDec '25 — $581.6MJan '26 — $581.6MFeb '26 — $581.6MMar '26 — $1.56BApr '26 — $1.56BMay '26 — $1.56BJun '26 — $1.56B
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 26%
Larger than 74% of 16,271 advisers
EmployeesTop 30%
More than 70% of 16,825 advisers

Assets under management

$1.56Bregulatory AUM
Discretionary $1.56B