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First Step Wealth Planning, LLC

● SEC registered since 2025CRD 317527SEC# 801-132772
Export (members)
Reg. AUM
$26.4M
Employees
1
Accounts
108
Location
—

First Step Wealth Planning, LLC assets under management

First Step Wealth Planning, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2025. It reports $26.4 million in regulatory assets under management and employs 1 people.
www.linkedin.com/in/erikneroView on SEC.gov ↗

First Step Wealth Planning, LLC owners & executives

1 reported
NameTitleOwnershipSince
Erik Michael Nero ControlPresident & CcoOver 75%2021

Frequently asked questions

How much does First Step Wealth Planning, LLC manage?

First Step Wealth Planning, LLC reports $26.4 million in regulatory assets under management on its Form ADV.

How many employees does First Step Wealth Planning, LLC have?

First Step Wealth Planning, LLC reports 1 employees.

Does First Step Wealth Planning, LLC disclose fund performance?

First Step Wealth Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone(518) 893-1592
Office hoursBy Appointment Only
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$26.4M
Non-discretionary$0
Total (RAUM)$26.4M