FIRST STEP WEALTH PLANNING, LLC

FIRST STEP WEALTH PLANNING, LLC is an SEC-registered investment adviser (CRD 317527). Regulatory assets under management: $31.3M.

Registration

• CRD: 317527
• SEC file number: 801-132772
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 317527 on SEC IAPD (source of record)
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