FIRSTGEN WEALTH

FIRSTGEN WEALTH is an SEC-registered investment adviser (CRD 319368). Regulatory assets under management: $6.9M.

Registration

• CRD: 319368
• Type: Registered investment adviser
• Phone: 773-217-0611
• Latest filing: 2026-04-14
• Regulatory AUM: $6.9M
• Discretionary AUM: $6.9M
• Clients: 1
• Accounts: 80

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 319368 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search