The Woodlands, TX Office
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Freeman & Freeman Private Wealth Management LLC
Supported
Firm-wide stats for Freeman & Freeman Private Wealth Management LLC
Total advisors
2Clients per advisor
58 HighAvg AUM per client
$387,088 LowHNW client ratio
3% Very LowAbout
Freeman & Freeman Private Wealth Management provides discretionary asset management, financial planning, and retirement/rollover advice to individuals, high-net-worth clients, trusts, estates and business entities. The firm manages accounts primarily through Charles Schwab and Interactive Brokers and can access participant-directed retirement plans and 401(k)-type accounts via the Pontera order-management platform.
Portfolio construction typically uses ETFs and mutual funds for core market exposure, supplemented by REITs, preferred shares and select individual equities to pursue income and targeted alpha within Balanced or Growth model allocations. Investment decisions are driven by fundamental analysis with a long-term orientation, and strategies are adjusted for client-specific situations such as low-basis stock, legacy holdings or tax considerations.
What distinguishes the firm is an affiliation with an insurance entity (Oak River Insurance Group LLC) and adviser representatives who are licensed insurance agents and may recommend commissionable insurance or annuity products; the brochure discloses this conflict and describes policies intended to mitigate it. The firm also began operations in October 2023 after assuming clients from a predecessor adviser and is run by two equal-controlling members, reflecting a small-team service model with documented compliance and supervisory procedures.
Expertise
Location
2001 Timberloch Pl, Ste 500
The Woodlands TX 77380
Advisors at this office
2
Advisors at this office
Aaron F
ChFC®, Series 65
The Woodlands, TX
Freeman & Freeman Private Wealth Management LLC
Aaron Freeman is a ChFC® and Series 65-registered advisor with 17 years of industry experience. He is currently a principal at Freeman & Freeman Private Wealth Management LLC, where he has worked since 2023. Freeman also has ties to Oak River Insurance Group LLC and Oak River Financial Group Inc., reflecting a background that includes both financial planning and insurance services. Freeman & Freeman Private Wealth Management provides discretionary asset management, financial planning, and retirement advice to individuals, high-net-worth clients, trusts, estates, and business entities. The firm’s investment approach combines ETFs and mutual funds with REITs, preferred shares, and select equities, using fundamental analysis and a long-term orientation tailored to client-specific needs.
Nichol F
Series 65
The Woodlands, TX
Freeman & Freeman Private Wealth Management LLC
Nichol Freeman is a financial advisor with Freeman & Freeman Private Wealth Management LLC in Montgomery, TX, holding a Series 65 designation and six years of industry experience. Prior to joining Freeman & Freeman, she worked at Oak River Insurance Group LLC and Oak River Financial Group Inc., and has nearly a decade of experience with Schaefer Oilfield Services. Freeman & Freeman Private Wealth Management provides discretionary asset management, financial planning, and retirement advice to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a long-term investment approach using ETFs, mutual funds, REITs, preferred shares, and select equities, with strategies tailored to client-specific tax and legacy considerations.
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