|
⚲
|
| Keyboard |
| Plan First Wealth LLC
✚
|
|
|---|---|
| CRD # | 289185 |
| SEC # | 801-114931 |
| CIK # | |
| AUM | 140.3 M (2026-05-13) |
| 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) | 32 | 17.5 |
| (b) Individuals (high net worth individuals) | 64 | 122.8 |
| (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 | 204 | 140.3 |
| By Discretionary | ||
| Discretionary | 166 | 102.4 |
| Non-Discretionary | 38 | 37.9 |
| Total | 204 | 140.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.7 | |
| United States Persons | 137.6 | |
| Total | 204 | 140.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
White Oak Financial Management Inc
✚
|
NC | 143.5 M |
|
Arthur Stein Financial LLC
✚
|
MD | 141.2 M |
|
Entrust Investment Services Inc
✚
|
CA | 141.1 M |
|
Vertis Wealth LLC
✚
|
IL | 140.7 M |
|
Marvel Financial Planning Inc
✚
|
139.4 M | |
|
Twenty Twenty Investment Advisors LLC
✚
|
139.0 M | |
|
Box Hill Private Wealth
✚
|
137.5 M | |
|
Black Walnut Wealth Management LLC
✚
|
MI | 136.8 M |
|
Aventus Investment Advisors Inc
✚
|
FL | 136.5 M |
|
IA Private Wealth USA Inc
✚
|
135.1 M |