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FIRST FIDELITY WEALTH MANAGEMENT LLC
CRD 339843
913 N ACADEMY AVE, NEW BRAUNFELS, TX, 78130, United States
Phone
830-643-0467
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$28.0M
Discretionary AUM
$28.0M
Team
2 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-01
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 143 | $19.0M |
| High net worth individuals | 10 | $9.0M |
Official SEC filing: View on IAPD