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FIRST LIGHT WEALTH
FIRST LIGHT WEALTH, LLC
CRD 325471
405 E CHOCOLATE AVE, SUITE 101 A, HERSHEY, PA, 17033, United States
Phone
(717) 473-7617
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$49.8M
Discretionary AUM
$49.8M
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 45 | $12.6M |
| High net worth individuals | 6 | $16.2M |
| Pension/profit sharing plans | 1 | $21.0M |
All web addresses on file
Official SEC filing: View on IAPD