# AMERICAFIRST WEALTH MANAGEMENT, INC.

AMERICAFIRST WEALTH MANAGEMENT, INC. of WEST HENRIETTA, NY is an SEC-registered investment adviser.

## Registration

- CRD: 314640
- Type: SEC-registered investment adviser
- SEC file number: 801-121671
- Location: 275 WIREGRASS PARKWAY, WEST HENRIETTA, NY, 14586
- Phone: 916 865-9070
- Latest filing: 2025-03-10
- Regulatory AUM: $23.4M
- Discretionary AUM: $23.4M
- Clients: 3
- Accounts: 1

## Business model

- Compensation: % of AUM

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| Jason T Grady | CEO/COO | — |
| Todd D Macko | CHIEF FINANCIAL OFFICER | — |
| Daniel Lew | CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGER | — |
| James Paul Monaghan | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | — |
| GONSALVES RICK ALLAN | PRESIDENT | — |
| ROACH ROBERT GARFIELD | CHIEF COMPLIANCE OFFICER | — |
| GRADY JOHN T | CEO/COO; CHIEF OPERATING OFFICER | — |
| LEW DANIEL | CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGER | — |
| Heuszel Frank D | CEO | — |
| Grady Jason | CHIEF OPERATING OFFICER | — |
| Macko Todd D | CHIEF FINANCIAL OFFICER | — |
| TRAPP ROBERT HERMAN | VICE PRESIDENT | — |
| Chan Heng Fai Ambrose | DIRECTOR | — |
| MONAGHAN JAMES PAUL | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| DARIEN | CT | 3 | 203-820-2058 |
| DARIEN | CT | 3 | 203-820-2058 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/314640/brochure
- Similar advisers: https://search.stillhousedata.com/firm/314640/similar
- Related entities: https://search.stillhousedata.com/firm/314640/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/314640

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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.