FREEDOM DAY WEALTH MANAGEMENT LLC

Overview

Freedom Day Wealth Management LLC is a small, independent registered investment adviser that concentrates on discretionary portfolio management and financial planning for individuals, families and select institutional clients. The firm expresses a clear preference for equity exposure, allocating the bulk of its investible assets to exchange-traded equities. Its advisory scope includes ongoing portfolio management for individuals and small businesses, portfolio services for businesses or institutions, and pension consulting work, delivering fee-based planning and asset management solutions rather than transactional brokerage. Investment implementation appears pragmatic and execution-focused: core equity exposures are prominent, and the firm supplements those positions with mutual funds and annuity solutions where appropriate. Freedom Day Wealth Management balances direct equity exposure with externally managed alternative allocations—principally real estate—when clients’ objectives call for diversification outside public markets. Fee arrangements are mixed (percentage of AUM and fixed fees, plus other structures), which supports customized engagement models for different client segments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices