FIRST CLASS WEALTH MANAGEMENT LLC

FIRST CLASS WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 327102). Regulatory assets under management: $5.4M.

Registration

• CRD: 327102
• Type: Registered investment adviser
• Phone: 402-730-6450
• Latest filing: 2026-01-20
• Regulatory AUM: $5.4M
• Discretionary AUM: $5.2M
• Non-discretionary AUM: $212K
• Clients: 1
• Accounts: 18

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 327102 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search