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FIRST STEP WEALTH PLANNING

· CRD 317527 · IAPD ↗ · (518) 893-1592

$31.3MRegulatory AUM
1Advisory reps
1Employees
2Clients
11-25Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
June 2025 — FIRST STEP WEALTH PLANNING (location n/a) is newly SEC-registered with $26.4M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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