FIRSTFRUITS WEALTH MANAGEMENT

Overview

Firstfruits Wealth Management is organized as a limited liability company and is individually owned. The firm provides financial planning and portfolio management services targeted at individuals and small-business owners. Its fee model includes both AUM-based charges and fixed fees, indicating flexibility to serve fee-for-service planning engagements as well as ongoing advisory relationships. Regulatory/activity flags in the FINTRX record show the firm is not identified as a capital allocator, does not describe itself as an active ESG investor, and is not listed as a multi-state adviser, pension consultant, or related adviser. Those entries, combined with the service focus on individuals and small businesses, suggest a boutique, client-focused advisory practice rather than an institutional allocator.

Assets & Accounts

Location & Offices