FIRST LIGHT WEALTH ADVISORS, LLC

Overview

First Light Wealth Advisors, LLC is a privately held limited liability company that provides discretionary portfolio management for individuals and small businesses along with pension consulting and the selection of outside advisers. The firm serves both individual/family and institutional clients and operates as a capital allocator, deploying client assets to outside managers in addition to managing in-house holdings. Its fee model combines a percentage-of-assets under management component with fixed fees. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives