FREEGULLIVER, LLC
SEC RegisteredWhat is the purpose of your wealth?
About the firm
Free Gulliver is a professional wealth advisory firm on a mission to grow happiness. They take a mindful, holistic, and integrated approach to managing wealth, providing comprehensive financial advisory combined with family office services. Their client relationships are described as generational.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial advisory and family office services including investment advisory (customized wealth management and investment portfolios, public equities, fixed income, private equity, real estate, hedge funds, private credit, direct investments, insurance and lending, retirement and benefits), family office services (wealth tracking and reporting, administrative and office services, financial and tax planning, risk management), and legacy planning (estate and strategic planning, philanthropy).
Who they serve
Families seeking to simplify the complexities of managing their wealth, across all levels of family wealth, from one generation to the next.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 83 | $20M |
| High Net Worth Individuals | 87 | $507M |
| Pension/Profit Sharing Plans | 35 | $268M |
| Charitable Organizations | 11 | $19M |
| State/Municipal Entities | 1 | — |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Below $1,000,000 | 1.00% |
| $1,000,001 - $5,000,000 | 0.75% |
| $5,000,001 - $25,000,000 | 0.50% |
| Above $25,000,000 | 0.30% |
| Tracked Assets Only | 0.10% |
Data as of April 8, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FREEGULLIVER, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.