# HERITAGE FIRST WEALTH MANAGEMENT, LLC

HERITAGE FIRST WEALTH MANAGEMENT, LLC of KANSAS CITY, MO is an SEC-registered investment adviser.

## Registration

- CRD: 342502
- Type: SEC-registered investment adviser
- Location: 800 W 47TH ST, SUITE 709, KANSAS CITY, MO, 64112
- Phone: 816-931-0375
- Latest filing: 2026-07-27
- Clients: 4

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/342502/brochure
- Similar advisers: https://search.stillhousedata.com/firm/342502/similar
- Related entities: https://search.stillhousedata.com/firm/342502/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/342502

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.