PLAN FIRST WEALTH LLC of GREENWICH, CT is an SEC-registered investment adviser (CRD 289185). Regulatory assets under management: $140.3M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Corporations.
| Name | Role | Location |
|---|---|---|
| Richard Christopher Taylor | MANAGING MEMBER & CHIEF EXECUTIVE OFFICER | — |
| Martha Sarah Kern | CHIEF COMPLIANCE OFFICER | — |
| Quinn Niall Michael | MANAGING MEMBER & PRESIDENT; MEMBER & PRESIDENT; OWNER | — |
| TAYLOR BRANDON CHRISTOPHER | MANAGING MEMBER & CHIEF EXECUTIVE OFFICER; MANAGING MEMBER, CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | — |
| KERN MARTHA SARAH | CHIEF COMPLIANCE OFFICER | — |