FIRST WEALTH ADVISORY, INC.

Overview

First Wealth Advisory, Inc. is an independent, privately owned registered investment adviser that serves individual and family clients. The firm combines advisory services — financial planning, portfolio management for individuals and small businesses, and client education through seminars or workshops — with insurance brokerage activities. Its revenue model is mixed: percentage-of-AUM fees, fixed fees, and commissions, which aligns with the firm’s use of insurance and commissionable products alongside advisory mandates. Regulatory and structural flags in the snapshot indicate the adviser is not a capital allocator, not an active ESG investor, and does not operate as a multi-state or pension consultant adviser.

Assets & Accounts

Investments & Alternatives