First Light Wealth Advisors, LLC
First Light Wealth Advisors, LLC (CRD# 291214) is a financial advisory firm headquartered in Little Falls, NJ. They manage $75,726,803 in 223 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
First Light Wealth Advisors, LLC
By the Numbers
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Total Assets Under Management76MILLION
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Total Number of Accounts223ACCOUNTS
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Average Account Value$339,582
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, NJ, NY, TX
Financial Advisors at First Light Wealth Advisors, LLC
1
James Korzik (CRD# 5137395) is an Investment Advisor Representative working at First Light Wealth Advisors, LLC in Little Falls, NJ and has over 17 years of experience in the finance industry.
2
Robert Korzik (CRD# 1013350) is an Investment Advisor Representative working at First Light Wealth Advisors, LLC in Little Falls, NJ and has over 27 years of experience in the finance industry.
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