1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2PLAN FIRST WEALTH LLC

Map pin
Phone(646) 201-4865
NotebookSEC #801-114931
Total AUM
$140.3M
Employees
3
Clients
96

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
OFFICE VISITS BY APPOINTMENT ONLY
OFFICE VISITS BY APPOINTMENT ONLY
Phone
(646) 201-4865
Other Offices
2

ReceiptFinancials

Total AUM
$140.3M
Accounts
204
Discretionary
$102.4M
Accounts
166
Non-Discretionary
$37.9M
Accounts
38

ContactClients

View more in analytics →

Individual Clients
32
AUM
$17.5M
HNW Individual Clients
64
AUM
$122.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMANJNYPATX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account