DAYBREAK WEALTH, LLC

Overview

Daybreak Wealth, LLC is an independent registered investment adviser focused on financial planning and portfolio management for individuals and small businesses. The firm operates on a fixed-fee model and runs discretionary mandates across its client base. Investment emphasis is on liquid, publicly traded funds — primarily mutual funds — which make up the bulk of assets under management. Daybreak Wealth positions its services toward individual and family clients rather than institutional pension consulting or multi-state advisory mandates. Portfolios appear built around pooled fund vehicles and model allocations rather than a heavy roster of in-house single-stock strategies. The adviser uses third‑party managers where appropriate, including allocations to external alternative investment managers (no specific managers listed), and relies on mutual funds as the primary implementation vehicle across client accounts. Financial planning is tightly integrated with investment management, consistent with the firm’s client focus on wealth consolidation and ongoing portfolio oversight.

Assets & Accounts

Investments & Alternatives

Location & Offices