N
$355.1K Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
8 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-01-2023
- Office Locations
- 2
Office Locations
1609 West Main Russellville AR
-- Sugarland TX
About NEW DAY Wealth Management, LLC
NEW DAY Wealth Management, LLC is a Russellville-based RIA with 2 offices. The firm has been operating for 3 years. Managing $355.1K in total assets under management, with 1 advisory representatives.
Team overview
73 AVG AGE
$355.1K AVG AUM / ADVISOR
$44.4K AVG AUM / CLIENT
2.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
2 RIA Reps
3yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
U
Uday Akkaraju
Chief Executive Officer
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
ROBERT KEENAN JR
Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer, Chief Legal Officer, CHIEF OPERATING OFFICER
- CRD
- #2000976
- Ownership
- 10% but less than 25%
Available
Available
Available
Showing 2 of 2 owners & executives
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N
NITA PANKAJ SINGHAL
Director
- CRD
- #6459883
Available
Available
Available
Showing 1 of 3 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $355,140 | $44,393 |
| Total | $355,140 | $44,393 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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