FIRST STEP WEALTH PLANNING, LLC
Doing business as FIRST STEP WEALTH PLANNING. SEC Form ADV profile.
Total regulatory AUM
$31,285,253
Discretionary
$31,285,253
Non-discretionary
$0
Firm details
- CRD number
- 317527
- SEC file number
- 801-132772
- Employees
- 1
- SEC status
- Approved
- Fee structure
-
Fixed fees
As of October 2026.