Plan First Wealth LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated February 19, 2026, reports $140M in regulatory assets under management, 3 employees, 2 offices, and 204 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 66.7% of total clients.
Top client categories% of clientsClients
1
HNWI
66.7%
64
2
Individuals
33.3%
32
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$140Mas of February 19, 2026
Discretionary73.0%
$102M
73% of total RAUM73.0%
Non-discretionary27.0%
$38M
27% of total RAUM27.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$140M
Total Accounts204
10Y AUM Change+$107M (+322.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee32:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.