Overview
Assets Under Management: $140 million
High-Net-Worth Clients: 64
Average Client Assets: $2 million
Frequently Asked Questions
PLAN FIRST WEALTH LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #289185), PLAN FIRST WEALTH LLC is subject to fiduciary duty under federal law.
PLAN FIRST WEALTH LLC serves 64 high-net-worth clients according to their SEC filing dated February 19, 2026. View client details ↓
According to their SEC Form ADV, PLAN FIRST WEALTH LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
PLAN FIRST WEALTH LLC manages $140 million in client assets according to their SEC filing dated February 19, 2026.
According to their SEC Form ADV, PLAN FIRST WEALTH LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 64
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.54
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 204
Discretionary Accounts: 166
Non-Discretionary Accounts: 38
Regulatory Filings
CRD Number: 289185
Filing ID: 2046849
Last Filing Date: 2026-02-19 08:15:30