US 1ST WEALTH MANAGEMENT

Overview

US 1st Wealth Management is an independently operated registered investment adviser organized as a corporation and owned by an individual. The firm focuses on servicing individual and family clients and combines financial planning with advisory support, including selecting other advisers on clients’ behalf and running educational seminars or workshops. US 1st also operates as an insurance broker and has an industry affiliation with an insurance company, indicating that insurance products are a meaningful part of its business model. The firm describes itself as a capital allocator, which suggests it can direct client assets to external managers or vehicles, though its public profile does not list specific third‑party alternative managers. Fee arrangements include hourly billing and fixed fees, alongside other fee types, rather than a standard percentage‑of‑assets advisory fee. US 1st does not present itself as an ESG‑oriented investor and is not registered to operate across multiple states.

Assets & Accounts

Investments & Alternatives