# PLAN FIRST WEALTH LLC

PLAN FIRST WEALTH LLC of GREENWICH, CT is an SEC-registered investment adviser.

## Registration

- CRD: 289185
- Type: SEC-registered investment adviser
- SEC file number: 801-114931
- Location: 500 WEST PUTNAM AVE, STE 400, GREENWICH, CT, 06830
- Phone: (646) 201-4865
- Latest filing: 2026-05-13
- Regulatory AUM: $140.3M
- Discretionary AUM: $102.4M
- Non-discretionary AUM: $37.9M
- Clients: 3
- Accounts: 204

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Corporations

## Officers, owners & control persons (5)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/289185/brochure
- Similar advisers: https://search.stillhousedata.com/firm/289185/similar
- Related entities: https://search.stillhousedata.com/firm/289185/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/289185

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.