VALUEFIRST PLANNING LLC

VALUEFIRST PLANNING LLC is an SEC-registered investment adviser (CRD 337921). Regulatory assets under management: $460K.

Registration

• CRD: 337921
• Type: Registered investment adviser
• Phone: 248-346-8734
• Latest filing: 2026-02-03
• Regulatory AUM: $460K
• Discretionary AUM: $460K
• Clients: 1
• Accounts: 5

Business model

Compensation: % of AUM, Fixed.

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 337921 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search