PLAN FIRST WEALTH LLC
SEC Form ADV profile.
Total regulatory AUM
$140,315,313
Discretionary
$102,372,075
Non-discretionary
$37,943,238
Firm details
- CRD number
- 289185
- SEC file number
- 801-114931
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.