Dakota
Dakota
Book a Demo
Talk to an Expert

FreeGulliver LLC

EST. AUM
$836,584,355

CONTACTS
3

CLIENT ACCOUNTS
584

Firm Details

Metro area New Orleans
CRD Number 117040
Website freegulliver.com
Client types

Overview

FreeGulliver LLC, doing business as FreeGulliver, is a registered investment adviser based in New Orleans, Louisiana. The firm was founded in 2001 and is organized under the laws of the State of Louisiana. FreeGulliver specializes in wealth advisory, consulting, and benefits services, managing a significant amount of assets under the direction of its executive management team. The firm focuses on working with families to transfer wealth in the most tax-advantaged ways possible, employing strategies ranging from trusts and insurance to gifting and sales to defective trusts. This approach is designed to make the wealth transfer process seamless while focusing on supporting legacy planning as a core part of their service.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy