PLAN FIRST WEALTH LLC

500 West Putnam Ave
Ste 400
Greenwich, Connecticut 06830
Tel: 646 201 4865

About PLAN FIRST WEALTH LLC

PLAN FIRST WEALTH LLC, formally registered with the SEC as PLAN FIRST WEALTH LLC. The firm was established in 04/01/2019. They have over 3 offices throughout the country.

PLAN FIRST WEALTH LLC is a Greenwich, Connecticut based Financial Planning firm with nearly $120,370,038 assets under management, offering retirement planning & investment advisory services to 221 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	289185
SEC#	801-114931
Assets Managed by Firm	$120,370,038
No. of Clients	221
No. of Advisors	3

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	221	$120,370,038
Individuals (other than high net worth individuals)	40	$21,812,993
High net worth individuals	60	$98,557,045

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