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PLAN FIRST WEALTH LLC

· CRD 289185 · IAPD ↗ · (646) 201-4865

$140.3MRegulatory AUM
3Advisory reps
3Employees
0Clients
26-50Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
March 2025 — PLAN FIRST WEALTH LLC reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
March 2024 — PLAN FIRST WEALTH LLC notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.