F
CRD: 323916
Freedom DAY Wealth Management LLC
$5.8M Total AUM
$5.8M Disc. AUM
-- 3Y CAGR
2 Employees
36 ADV. Clients
3 yrs Firm Age
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- Custodian
- Betterment · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-07-2022
- Office Locations
- 1
Office Locations
1320 Arrow Point DR, STE 501 Cedar Park TX
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.
Team overview
53 AVG AGE
$5.8M AVG AUM / ADVISOR
$160.5K AVG AUM / CLIENT
3.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
JEFFREY CHARLES KIKEL
Chief Compliance Officer, Managing Member
- CRD
- #2661350
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Other:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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