FIRST WEALTH ADVISORY, INC.
FIRST WEALTH ADVISORY, INC. of ST. CHARLES, IL is an SEC-registered investment adviser (CRD 323649). Regulatory assets under management: $19.3M.
Registration
- CRD: 323649
- Type: Registered investment adviser
- Location: 40W222 LA FOX ROAD, ST. CHARLES, IL, 60175
- Phone: 331-901-5950
- Latest filing: 2026-03-02
- Regulatory AUM: $19.3M
- Discretionary AUM: $19.3M
- Clients: 1
- Accounts: 185
Business model
Compensation: % of AUM, Fixed, Commissions.
Clients served: Individuals, High net worth.
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