FIRST FIDELITY WEALTH MANAGEMENT LLC

Overview

First Fidelity Wealth Management LLC is a small, privately held advisory firm organized as an LLC and owned by an individual. The firm serves individual and family clients, charging fees tied to assets under management. Its advisory work focuses on portfolio management for individuals and small businesses and on selecting other advisers or subadvisers to implement strategies. First Fidelity identifies as a capital allocator and lists an affiliation with an insurance company. It does not position itself as an ESG investor and is not registered as a multistate or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives