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Daybreak Wealth, LLC

Daybreak Wealth, LLC. CRD 322844

Daybreak Wealth, LLC logo

CRD: 322844

Daybreak Wealth, LLC

Hinsdale, IL, 60521
6305700611
daybreak-wealth.com
$54.3M Total AUM
$54.3M Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Vanguard
Clients
Retail
Platforms
Horizon
Established Date
11-15-2022
Office Locations
1

Office Locations

19 N Grant Street Hinsdale IL

About Daybreak Wealth, LLC

Daybreak Wealth, led by CFP® Lauren Hunt (nearly 20 years in financial services, including Citadel), provides holistic financial planning and investment management for long-term investors—often age 50+ and transitioning into retirement. The firm builds and maintains risk-aligned portfolios and delivers ongoing reviews with proactive planning, coordinating with clients’ other advisors on taxes, insurance, and legacy decisions. Custody includes Schwab.

Team overview

-- AVG AGE
$54.3M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
3.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age

Insights

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Asset Classes

Alpha pioneer

Client Personas

Beacon

Investment Themes

Vital Foundation Radial north Momentum Unison north

Investment Vehicles

Radial bridge

Services

Pioneer ridge Frontier Delta Foundation Legacy legacy

Technology

Timber unison

Owner & Executives

LAUREN JAYNE HUNT

LAUREN JAYNE HUNT

Advisor, Chief Compliance Officer, Manager

CRD
#5404558
Ownership
75% or more
(963) 962-6883
catalyst.summit@capitalcapital.com
in linkedin.com/in/eagle-foundation

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $54,292,683 --
Non-Discretionary $0 --
Total $54,292,683 --

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Separately Managed Accounts

Total SMA Asset: $54,292,683

$54.3M Total SMA
Public Funds:
18.9%
Equity - Exchange:
19.1%
Cash:
18.5%
U.S. Government/Agency:
22.1%
Corporate - Investment Grade:
21.4%
Asset class Assets Assets %
Public Funds $412,648,486 18.9%
Equity - Exchange $417,015,137 19.1%
Cash $403,915,185 18.5%
U.S. Government/Agency $482,514,897 22.1%
Corporate - Investment Grade $467,231,619 21.4%
Total $2,183,325,324 100.0%

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