# FIRST STEP WEALTH PLANNING, LLC

FIRST STEP WEALTH PLANNING, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 317527
- Type: SEC-registered investment adviser
- SEC file number: 801-132772
- Phone: (518) 893-1592
- Latest filing: 2026-03-31
- Regulatory AUM: $31.3M
- Discretionary AUM: $31.3M
- Clients: 1
- Accounts: 115

## Business model

- Compensation: Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| Erik Michael Nero | CCO; PRESIDENT; PRESIDENT & CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/317527/brochure
- Similar advisers: https://search.stillhousedata.com/firm/317527/similar
- Related entities: https://search.stillhousedata.com/firm/317527/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/317527

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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.