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FAMILY FIRST WEALTH MANAGEMENT
FAMILY FIRST WEALTH MANAGEMENT, LLC
CRD 306030
2560 HAUSER ROSS DR, STE 400, SYCAMORE, IL, 60178, United States
Phone
(815) 517-1755
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$16.3M
Discretionary AUM
$16.3M
Team
1 total employees; 1 advisory reps; 5 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $11.0M |
| High net worth individuals | 6 | $5.3M |
All web addresses on file
- http://www.familyfirstwealthmanagement.com/
- https://www.youtube.com/channel/UCxamdx349eq2TBqzuNIULyA/
- https://www.facebook.com/FamilyFirstWealthManagement
- https://www.instagram.com/family_first_wealth_management/?hl=en
- https://twitter.com/familyfirstwea1
- https://www.linkedin.com/company/family-first-wealth-management/
Official SEC filing: View on IAPD