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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 Oct 1, 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 type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 8 | $355K |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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
| Date | Field | From | To | Change |
|---|---|---|---|---|
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “NEW DAY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NEW DAY” may also match similarly-named firms). Confirm identity against each filing.
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.