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| First Step Wealth Planning LLC
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|
|---|---|
| CRD # | 317527 |
| SEC # | 801-132772 |
| CIK # | |
| AUM | $26.4 M (2025-05-13) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 518-893-1592 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11 | 3.1 |
| (b) Individuals (high net worth individuals) | 7 | 23.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 108 | 26.4 |
| By Discretionary | ||
| Discretionary | 108 | 26.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 108 | 26.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 26.4 | |
| Total | 108 | 26.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
S Williams Capital LLC
✚
|
NY | 0.0 |
|
Bullseye IG LLC
✚
|
0.0 | |
|
Beechtree Capital Investment Inc
✚
|
0.0 | |
|
Karagosian Financial Services Inc
✚
|
NY | 0.0 |
|
Rosecliff Capital Advisory LLC
✚
|
NY | 0.0 |
|
RM Investment Strategies LLC
✚
|
MI | 0.0 |
|
Legado Wealth Management LLC
✚
|
NY | 0.0 |
|
Rocky Mountain LIFT Asset Management LLC
✚
|
CO | 0.0 |
|
Lotus Holdings LLC
✚
|
NY | 0.0 |
|
Beagle Invest LLC
✚
|
0.0 |