First Fidelity Wealth Management LLC

Overview

First Fidelity Wealth Management LLC is a small, privately owned wealth adviser that manages portfolios for individuals and families and provides portfolio management for small businesses. The firm charges fees as a percentage of assets under management and acts as a capital allocator, sometimes selecting outside managers to implement portions of client strategies. Its advisory services include direct portfolio management and the selection of other advisers, and it maintains an industry affiliation with an insurance company. The firm does not position itself as an ESG investor and is not registered to operate across multiple states, suggesting a more regionally focused practice. Firm structure is a limited liability company with individual ownership and a client base concentrated on personal and family relationships rather than institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives