Firstgen Wealth

Overview

Firstgen Wealth is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients, providing financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm’s ADV lists pension consulting services among its offerings, though its registration flags it as not designated as a pension consultant. Firstgen identifies itself as not pursuing ESG investing as a specific strategy and does not classify itself as a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices