RIA Intel›Advisers›Illinois›DAYBREAK WEALTH, LLC

DAYBREAK WEALTH, LLC

Advisory

HINSDALE, IL

Data as of Mar 18, 2026 · Source: SEC Form ADV

Rank in IL
#1,178
of 1,719 advisers by AUM
Average account
$503K
across 108 accounts
AUM per adviser
$54M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 18, 2026.

Total AUM
$54M
Discretionary %
100%
Clients
23
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$54M
Discretionary AUM$54M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients23
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IL

Closest by assets under management. All figures from Form ADV.

RUDE WEALTH ADVISORY LLC
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+100.0% 1Y
FA ASSET MANAGEMENT INC.
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CLARITY HOLDINGS, LLC
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XENON CAPITAL MANAGEMENT LLC
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TWOMBLY ASSET MANAGEMENT LLC
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$55M
-19.0% 1Y

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