First Step Wealth Planning
First Step Wealth Planning is an SEC-registered ria with $31.3M assets under management (AUM, regulatory AUM), -999% over one year. See who owns First Step Wealth Planning: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 317527, SEC 801-132772, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $31.3M (2026-03-31)
- Firm type
- Ria
- Employees
- 1
- Clients
- 19
- CRD
- 317527
- Ownership
- Nero, Erik, Michael
How much AUM does First Step Wealth Planning have?
First Step Wealth Planning reported $31.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns First Step Wealth Planning?
Disclosed owners and executives of First Step Wealth Planning include Nero, Erik, Michael. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.