First Light Wealth Advisors, LLC
Firm details
- Headquarters
- Little Falls, New Jersey
- CRD number
- 291214
- Registered since
- May 20, 2026
- Website
- firstlightwa.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI77.42%
- Individuals17.17%
- Corporations / Businesses5.41%
- Services
- Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
First Light Wealth Advisors, LLC is an independent, individual-owned registered investment adviser that describes itself as a capital allocator serving both individuals/families and institutional clients. The firm reports SEC registration in 2026 and operates under a fee model that includes percentage-of-AUM and fixed fees. Core advisory services listed in filings include portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. The firm does not identify as an active ESG investor and is not flagged as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities59%
- Public Funds/Mutual Funds20%
- Cash & Cash Equivalents18%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
1 of 1
James Korzik
Principal And Chief Compliance OfficerCRD 5137395
Contacts
1 of 1
Robert Korzik
Founding PartnerCRD 1013350
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Little Falls, NJ
Passaic
Location
Little Falls, NJ
Headquartered in Little Falls, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Passaic
- Address
- 76 E Main St
- Time zone
- ET (UTC-5)
- Office locations
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