# New Day Wealth Management, LLC

> New Day Wealth Management, LLC is an SEC-registered investment advisory firm in Russellville, AR, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 18, 2026.

- CRD: 327224
- Filed as: NEW DAY WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Russellville, AR
- Filing period: October 2026
- Form ADV filing dated: February 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/327224
- AdvisorCensus page: https://advisorcensus.com/firm/new-day-wealth-management-llc-russellville-ar-327224

## Quick answers

**How is New Day Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), New Day Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does New Day Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated July 17, 2025 states: Hourly rate: $400 an hour (fees or future consultations). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is New Day Wealth Management, LLC located?**
New Day Wealth Management, LLC's principal office is in Russellville, AR, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is New Day Wealth Management, LLC registered with the SEC or a state?**
New Day Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 327224.

**How much does New Day Wealth Management, LLC manage?**
New Day Wealth Management, LLC reports $355,140 in regulatory assets under management in its Form ADV filing dated February 18, 2026 (0% discretionary).

**How have New Day Wealth Management, LLC's assets and staff changed since 2024?**
In the Form ADV data for New Day Wealth Management, LLC: Regulatory assets under management: $0 in the October 2024 data and $355,140 in the October 2026 data. Total employees: 2 in October 2024 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does New Day Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (8).

**Does New Day Wealth Management, LLC report any disciplinary disclosures?**
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.E(2) (self-regulatory organization's finding of a rule violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/327224

**Does New Day Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated July 17, 2025 says: "Portfolio design is offered to all clients and there is no minimum account size for this service." "There is no minimum account size to open an account."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated July 17, 2025)

- Account minimum: None

> Portfolio design is offered to all clients and there is no minimum account size for this service.

> There is no minimum account size to open an account.

- Hourly rate: $400 an hour (fees or future consultations)

> Some clients prefer to be charged on a pure time basis. In those cases, fees or future consultations are billed at a rate of $400 per hour, payable at the time of services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $355,140
- Discretionary: $0
- Non-discretionary: $355,140

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $355,140 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2023 (2 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, CA, TX
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.E(2): Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/327224

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Little Rock, AR

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 2 | March 6, 2024 |
| October 2025 | $355,140 | 2 | July 17, 2025 |
| October 2026 | $355,140 | 2 | February 18, 2026 |

Regulatory assets under management: $0 in the October 2024 data and $355,140 in the October 2026 data.
Total employees: 2 in October 2024 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. New Day Wealth Management, LLC (CRD 327224): Form ADV filing data as of October 2026.