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- Custodian
- Betterment · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-07-2022
- Office Locations
- 1
Office Locations
About Freedom DAY Wealth Management LLC
Freedom DAY Wealth Management LLC is a Cedar Park-based RIA. The firm has been operating for 3 years. Managing $5.8M in total assets under management, with 1 advisory representatives. They custody assets with Betterment and Charles Schwab & Company.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 36 clients, or 36 clients per representative. That equates to $160.5K in reported AUM per client.
The profile lists 1 reported office location and 3 years in operation. The source data was last updated on March 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Freedom DAY Wealth Management LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JEFFREY CHARLES KIKEL
Chief Compliance Officer, Managing Member
- CRD
- #2661350
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,778,677 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,778,677 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Freedom DAY Wealth Management LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.