SourcingSourcing

LOVE YOUR LIFE LLC DBA FREEDOM ASSET MANAGEMENT

B59
CRD 335660·SEC 801-132831·SPOKANE, WA
AUM
$142.0M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$426K
@ 30% margin
Est. Deal Value
$3.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LOVE YOUR LIFE LLC DBA FREEDOM ASSET MANAGEMENT
CRD
335660
SEC file #
801-132831
EIN
—
DBA names
Freedom Asset Management

Economics

AUM
$142.0M
AUM band
$100M-$500M
AUM trajectory
'25'26
$127.6M → $142.0M▲ +11%
Client mix
Individuals Other395
Individuals High Net Worth25

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
SPOKANE WA
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUM

Filings

Latest ADV filing
01/22/2026
ADV-W filed at
—
Website
freedomasset.net

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MICHAELSEN, BRANDON, BLAINE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
MICHAELSEN, BRANDON, BLAINE
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
FREEDOMASSET.NET
Rdap Domain Creation Date
2025-04-04T03:25:06Z
Rdap Firm Age Years
1
Rdap Firm Age Band
<5y
Rdap Registrar
Squarespace Domains LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2511
Soi Zip Pct 200k Plus
0.0631
Soi Zip Returns 200k Plus
430
Soi Zip Total AGI
558,850
Fdic Zip Total Deposits
12,401,542,000
Fdic Zip Branch Count
302
Fdic Zip Top Banks
Bank of America, National Association
Washington Trust Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Lpl Financial4
E*trade4
Fdic Zip Branches Raw
U.S. Bank of Washington, National AssociationSpokane, WA
United Security BankSpokane, WA
Fdic Zip HHI
799.99
Fdic Zip Top Bank Share Pct
14.26
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-04-04T03:25:06Z
Rdap Domain Last Changed
2025-04-04T03:25:06Z
Rdap Nameservers
Ns-cloud-c1.googledomains.comNs-cloud-c2.googledomains.comNs-cloud-c3.googledomains.comNs-cloud-c4.googledomains.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI22,485
Returns1,770
Stub 2
AGI58,672
Returns1,590
Stub 3
AGI61,387
Returns1,000
Soi Zip Total Business Income
14,743
Soi Zip Total Cap Gains
33,733
Soi Zip Total Dividends
11,912
Soi Zip Total Returns
6,810
Top Owner CRD
5158309
Trust Company Affiliate
No

People (1)

1
MICHAELSEN, BRANDON, BLAINE
IAR · Direct Owner · 87.5%
5158309