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NEW DAY WEALTH MANAGEMENT, LLC

CRD 327224File 801-129184
APPROVED
Retail clients
Disclosure events
Filing as of Feb 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$355K
Bottom 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $355K
Clients
8
8 accounts
Employees
2
Bottom 25% of cohort in AR

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
FWRO
Registration date
Dec 15, 2023
Principal office
1609 WEST MAIN, RUSSELLVILLE, AR, 72801
Phone
479-967-1200
Website
Not reported

Assets & accounts

ADV Item 5F
Total regulatory AUM
$355K
Discretionary AUM
$0
Non-discretionary AUM
$355K
Discretionary accounts
0
Non-discretionary accounts
8
Total accounts
8
AUM per client
$44K

Clients by type

ADV Item 5D
Client typeClientsAUM
Individuals (other than high net worth individuals)8$355K

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11
  • Q11D2
  • Q11E2

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.