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| Happy Holidays!! thanks for using AUM13F!! |
| Plan First Wealth LLC
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| CRD # | 289185 |
| SEC # | 801-114931 |
| CIK # | |
| AUM | $120.4 M (2025-04-23) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 646-201-4865 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 40 | 21.8 |
| (b) Individuals (high net worth individuals) | 60 | 98.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 221 | 120.4 |
| By Discretionary | ||
| Discretionary | 150 | 62.1 |
| Non-Discretionary | 71 | 58.3 |
| Total | 221 | 120.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.9 | |
| United States Persons | 118.4 | |
| Total | 221 | 120.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Marvel Financial Planning Inc
✚
|
0.1 | |
|
Twenty Twenty Investment Advisors LLC
✚
|
0.1 | |
|
Town Capital LLC
✚
|
MD | 0.1 |
|
Big Sky Wealth Advisors LLC
✚
|
MT | 0.1 |
|
Eagleson Arndt Financial Advisors LLC
✚
|
CA | 0.1 |
|
Chartered Advisory Group Inc
✚
|
PA | 0.1 |
|
NorthStar Financial Management Inc
✚
|
ID | 0.1 |
|
Entrust Investment Services Inc
✚
|
CA | 0.1 |
|
Kaltbaum Capital Management LLC
✚
|
0.1 | |
|
Arthur Stein Financial LLC
✚
|
MD | 0.1 |