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Americafirst Wealth Management, Inc.

CRD 314640SEC# 801-121671West Henrietta, NY
Export (members)
No longer SEC-registered. Americafirst Wealth Management, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$23.4M
Employees
3
Accounts
1
Location
West Henrietta, NY

Americafirst Wealth Management, Inc. assets under management

Americafirst Wealth Management, Inc. is an SEC-registered investment adviser based in West Henrietta, NY. It reports $23.4 million in regulatory assets under management and employs 3 people.

Americafirst Wealth Management, Inc. owners & executives

6 reported
NameTitleOwnershipSince
Daniel Lew ControlChief Investment Officer & Portfolio ManagerUnder 5%2023
Dss Securities Inc. ControlParent CompanyOver 75%2021
James Paul MonaghanChief Compliance Officer & Chief Operating OfficerUnder 5%2023
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Frequently asked questions

How much does Americafirst Wealth Management, Inc. manage?

Americafirst Wealth Management, Inc. reports $23.4 million in regulatory assets under management on its Form ADV.

How many employees does Americafirst Wealth Management, Inc. have?

Americafirst Wealth Management, Inc. reports 3 employees.

Where is Americafirst Wealth Management, Inc. located?

Americafirst Wealth Management, Inc. is based in West Henrietta, NY.

Does Americafirst Wealth Management, Inc. disclose fund performance?

Americafirst Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address275 Wiregrass Parkway, West Henrietta, NY 14586
Office hours8 a.m. To 6 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$23.4M
Non-discretionary$0
Total (RAUM)$23.4M