Investment adviser · CRD 317527
FIRST STEP WEALTH PLANNING
Investment adviser filing (IA)
FIRST STEP WEALTH PLANNING, LLC
· Form ADV filed Aug 11, 2026
- Regulatory AUM
- $31.3M Form ADV · Item 5.F
- Client accounts
- 115 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 10 | $26,299,145 | 84.1% |
| Individuals | 9 | $4,986,108 | 15.9% |
Filing source
Form ADV 2125325 · Aug 11, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 11, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Fixed
Principal office
CRD 317527
Filing source
Form ADV 2125325 · Aug 11, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.