Plan First Wealth LLC
Plan First Wealth LLC is an SEC-registered ria with $140.3M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Plan First Wealth LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 289185, SEC 801-114931, data through 2026-05-13.
- AUM (assets under management / regulatory AUM)
- $140.3M (2026-05-13)
- Firm type
- Ria
- Employees
- 3
- Clients
- 96
- CRD
- 289185
- Ownership
- TAYLOR, RICHARD, CHRISTOPHER; QUINN, THOMAS, MICHAEL; KERN, MARTHA, SARAH; ARCHE GROUP, INC
How much AUM does Plan First Wealth LLC have?
Plan First Wealth LLC reported $140.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-13).
Who owns Plan First Wealth LLC?
Disclosed owners and executives of Plan First Wealth LLC include TAYLOR, RICHARD, CHRISTOPHER, QUINN, THOMAS, MICHAEL, KERN, MARTHA, SARAH, ARCHE GROUP, INC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.