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PLAN FIRST WEALTH LLC
CRD 289185 · SEC 801-114931
Advisory firmLLC
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
CA, United States
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$140.3M
Discretionary AUM
$102.4M
Team
3 total employees; 3 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 32 | $17.5M |
| High net worth individuals | 64 | $122.8M |
States served
CA, MA, NJ, NY, PA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD