# 1st Discount Brokerage

1st Discount Brokerage is a Bank / Wealth / Trust based in Lake Worth, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Lake Worth, United States
- **Region:** North America
- **Address:** Lake Worth, United States
- **Founded:** 2025
- **Assets under management:** Undisclosed
- **Website:** 1db.com
- **LinkedIn:** https://www.linkedin.com/company/1st-discount-brokerage

## Regulatory record

- **CRD number:** 39164
- **SEC file number:** 801-132978
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/39164

## About

1st Discount Brokerage was identified in internal records as a Florida-based wealth manager. No founding date or wealth-origin details were located. The firm lists individual portfolio management, pension consulting, and financial planning among its services. It reports both individual and institutional clients. No asset-class allocations, named holdings, or geographic deployment beyond the headquarters state were documented. No team size, additional offices, or recent operational events from the last 24 months were recorded. No adjacent vehicles or club affiliations appear in the source material. Governance and ownership structure remain undisclosed in the available record.

## Questions

### What services does 1st Discount Brokerage provide?

The firm offers individual portfolio management, pension consulting, and financial planning.

### Which client types does 1st Discount Brokerage serve?

Records indicate both individual and institutional clients.

### Where is 1st Discount Brokerage based?

The firm is located in Lake Worth, United States.

### Is AUM information available for 1st Discount Brokerage?

No AUM figure has been disclosed.

### Are any principals named in public materials?

No principals are identified in the available record.

## Related profiles

- [1st Course Capital](https://altss.com/profile/1st-course-capital)
- [1st & Main Growth Partners](https://altss.com/profile/1st-main-growth-partners)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/1st-discount-brokerage

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