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Daniel Lew

Chief Investment Officer & Portfolio ManagerAmericafirst Wealth Management, Inc.CRD 2152852

About Daniel Lew

Daniel Lew is listed as Chief Investment Officer & Portfolio Manager at Americafirst Wealth Management, Inc. in West Henrietta, NY. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Americafirst Wealth Management, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Daniel Lew work?

Daniel Lew is listed as Chief Investment Officer & Portfolio Manager at Americafirst Wealth Management, Inc. on SEC Form ADV.

How much of Americafirst Wealth Management, Inc. does Daniel Lew own?

Form ADV reports a beneficial ownership band of Under 5%.

Americafirst Wealth Management, Inc.

TitleChief Investment Officer & Portfolio Manager
OwnershipUnder 5%
Control personYes
Since2023
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