FIRST LIGHT WEALTH

RIASEC Registered

Total AUM

$49.8M

Discretionary

$49.8M

100% of AUM

Avg account

$958K

Accounts

Employees

Advisory reps

Firm details

Headquarters: HERSHEY, Pennsylvania
CRD number: 325471
Custodians: CHARLES SCHWAB & CO., INC., EMPOWER FINANCIAL SERVICES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans42.19%
HNWI32.52%
Individuals25.29%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

First Light Wealth operates as an independent, privately owned registered investment adviser organized as an LLC. The firm serves both individual and family clients and select institutional relationships, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee arrangements include asset-based fees as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser or a capital allocator; ownership is held by an individual.