|
⚲
|
| First Light Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 291214 |
| SEC # | 801-135978 |
| CIK # | |
| AUM | $116.3 M (2026-04-13) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 973-435-4520 |
| Address | 76 East Main Street Little Falls, NJ 07424 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 66 | 20.0 |
| (b) Individuals (high net worth individuals) | 27 | 90.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 6.3 |
| (n) Other | 0 | 0.0 |
| Total | 231 | 116.3 |
| By Discretionary | ||
| Discretionary | 231 | 116.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 231 | 116.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 116.3 | |
| Total | 231 | 116.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Luna Capital Management LLC
✚
|
CA | 0.1 |
|
Sturman Wealth Advisors LLC
✚
|
VA | 0.1 |
|
Asset Strategy Retirement Plan Consultants LLC
✚
|
PA | 0.1 |
|
Ebert Capital Management Inc
✚
|
CA | 0.1 |
|
Greenskeeper Asset Management Inc
✚
|
0.1 | |
|
Jaffe Asset Management LLC
✚
|
CA | 0.1 |
|
Columbia Benefits LLC
✚
|
CO | 0.1 |
|
Santa FE Advisors LLC
✚
|
NM | 0.1 |
|
Sacajawea & Company LLC
✚
|
0.1 | |
|
NPM Consulting LLC
✚
|
0.1 |