First Family Wealth

Overview

First Family Wealth is an independent registered investment adviser operating as an LLC and owned by an individual. The firm serves primarily individual and family clients, offering financial planning, discretionary portfolio management for individuals and small businesses, and manager selection services. Its fees are charged as a percentage of assets under management and via fixed-fee arrangements. First Family Wealth identifies as a capital allocator but does not present itself as an active ESG investor and is not operating across multiple states per the available data.

Assets & Accounts

Investments & Alternatives