First Class Wealth Management LLC

Overview

First Class Wealth Management LLC is a small, fee-based wealth advisor focused on portfolio management for individual and family clients, and small businesses. The firm charges a percentage of assets under management and runs a predominantly equity-oriented model: exchange-traded equities represent the dominant allocation across client accounts. It operates as a single-owner limited liability company and does not position itself as an ESG investor, pension consultant, or multi-state adviser. Investment activity centers on liquid, exchange-traded instruments with discretionary portfolio authority for most client relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices