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

Building 2FIRST LIGHT WEALTH ADVISORS, LLC

Map pinLITTLE FALLS, NJ
Phone973-435-4520
NotebookSEC #801-135978
Total AUM
$116.3M
Employees
4
Clients
98

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
76 EAST MAIN STREET
SECOND FLOOR
LITTLE FALLS
NJ 07424
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
973-435-4520

ReceiptFinancials

Total AUM
$116.3M
Accounts
231
Discretionary
$116.3M
Accounts
231
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
66
AUM
$20M
HNW Individual Clients
27
AUM
$90M
Corporation or Business Clients
5
AUM
$6.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
FLNJNYTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account