FIRST FIDELITY WEALTH MANAGEMENT LLC

FIRST FIDELITY WEALTH MANAGEMENT LLC of NEW BRAUNFELS, TX is an SEC-registered investment adviser (CRD 339843). Regulatory assets under management: $28.0M.

Registration

• CRD: 339843
• Type: Registered investment adviser
• Location: 913 N ACADEMY AVE, NEW BRAUNFELS, TX, 78130
• Phone: 830-643-0467
• Latest filing: 2026-06-01
• Regulatory AUM: $28.0M
• Discretionary AUM: $28.0M
• Clients: 2
• Accounts: 153

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 339843 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search