| Name | Title | Ownership | Since |
|---|---|---|---|
| Martha Sarah Kern | Chief Compliance Officer | Under 5% | 2021 |
| Richard Christopher Taylor Control | Managing Member & Chief Executive Officer | Over 75% | 2017 |
Plan First Wealth LLC reports $120.4 million in regulatory assets under management on its Form ADV.
Plan First Wealth LLC reports 3 employees.
Plan First Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | (646) 201-4865 |
| Fax | N/A |
| Office hours | Office Visits By Appointment Only |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $62.1M |
| Non-discretionary | $58.3M |
| Total (RAUM) | $120.4M |