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FIRST WEALTH ADVISORY, INC.
CRD 323649
40W222 LA FOX ROAD, SUITE F1, ST. CHARLES, IL, 60175, United States
Phone
331-901-5950
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$19.3M
Discretionary AUM
$19.3M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; Commissions
Org form
Corporation
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 147 | $10.8M |
| High net worth individuals | 38 | $8.5M |
All web addresses on file
Official SEC filing: View on IAPD