Be advised. This firm is no longer registered.

Client 1st Wealth Management, Inc.

Client 1st Wealth Management, Inc. (CRD# 116970) is a financial advisory firm headquartered in , . They manage $3,208,186 in 39 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://www.c1stwm.com
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    39
    ACCOUNTS
  • Average Account Value
    $82,261
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IA, IL

Financial Advisors at Client 1st Wealth Management, Inc.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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