FAMILY FIRST WEALTH MANAGEMENT

FAMILY FIRST WEALTH MANAGEMENT of SYCAMORE, IL is an SEC-registered investment adviser (CRD 306030). Regulatory assets under management: $16.3M.

Registration

• CRD: 306030
• Type: Registered investment adviser
• Location: 2560 HAUSER ROSS DR, STE 400, SYCAMORE, IL, 60178
• Phone: (815) 517-1755
• Latest filing: 2026-03-31
• Regulatory AUM: $16.3M
• Discretionary AUM: $16.3M
• Clients: 1
• Accounts: 26

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306030 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search