AMERICAFIRST WEALTH MANAGEMENT, INC.
WEST HENRIETTA, NY · CRD 314640 · IAPD ↗ · americafirst.fund · 916 865-9070
$23.4MRegulatory AUM
3Advisory reps
3Employees
1Clients
0Planning clients
0Private funds
2States
0Disclosures
institutionalSegment
ApprovedSEC status
Filing changes
50
December 2025 — AMERICAFIRST WEALTH MANAGEMENT, INC. (WEST HENRIETTA, NY) left the SEC roster (was $23.4M RAUM, 3 reps).
Recruiting & transitionsM&A & valuation
45
July 2024 — DSS WEALTH MANAGEMENT, INC. is now doing business as AMERICAFIRST WEALTH MANAGEMENT, INC..
Marketing & brandCRM
57
April 2024 — DSS WEALTH MANAGEMENT, INC. grew from 2 to 4 advisory reps.
CRMRecruiting & transitionsComplianceFinancial planning software
Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.