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FIRST STEP WEALTH PLANNING

FIRST STEP WEALTH PLANNING, LLC

CRD 317527 · SEC 801-132772

Visit website

NY, United States

Phone

(518) 893-1592

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$31.3M

Discretionary AUM

$31.3M

Team

1 total employees; 1 advisory reps; 2 broker-dealer reps

Clients

11-25

Fees

Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals9$5.0M
High net worth individuals10$26.3M

States served

NY

All web addresses on file

Official SEC filing: View on IAPD