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FREEDOM DAY SOLUTIONS, LLC

HOUSTON, TX · CRD 138962 · IAPD ↗ · 713-784-3878

$615.3MRegulatory AUM
4Advisory reps
8Employees
0Clients
51-100Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
July 2026 — FREEDOM DAY SOLUTIONS, LLC notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
July 2026 — FREEDOM DAY SOLUTIONS, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
April 2026 — FREEDOM DAY SOLUTIONS, LLC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2026 — FREEDOM DAY SOLUTIONS, LLC shrank from 6 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
70
April 2025 — FREEDOM DAY SOLUTIONS, LLC crossed $500M in regulatory AUM ($422.9M -> $569.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
April 2025 — FREEDOM DAY SOLUTIONS, LLC grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
April 2024 — FREEDOM DAY SOLUTIONS, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.