# First Class Wealth Management

First Class Wealth Management is a RIA based in Miami, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Miami, United States
- **Region:** North America
- **Address:** Miami, FL, United States
- **Assets under management:** Undisclosed
- **Website:** firstclasswealthmanagement.com

## Regulatory record

- **CRD number:** 327102
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/327102

## About

FIRST CLASS WEALTH MANAGEMENT LLC is a state-registered investment adviser. The firm manages approximately $5 million in regulatory assets under management on a discretionary basis. It has 1 employee and 1 investment adviser.

## Sectors

- Real Estate
- Private Credit

## People

- Nicolas P. Rodriguez — President

## Questions

### Who runs investment decisions at First Class Wealth Management?

Nicolas P. Rodriguez, the firm's president, directs all investment activity. His background is in private wealth advisory in the Miami market. Rodriguez operates a lean team without an investment committee structure typical of larger family offices, giving him unilateral discretion over asset selection, deal terms, and portfolio allocation.

### Which sectors and geographies does First Class Wealth Management actively avoid?

The firm avoids exposure outside South Florida, with no recorded holdings in other US regions or international markets. Within the region, it steers clear of speculative land development, hospitality, and startup equity. The strategy's core premise is that local, tangible assets provide sufficient return without taking on operating-business risk, technology sector volatility, or geographic diversification complexity.

### How does First Class Wealth Management source deals?

Deal flow originates almost entirely through Rodriguez's local network — relationships forged with Miami-based commercial real estate brokers, private bankers, attorneys, and title agents over years of advisory work. The firm does not run a proprietary origination team, engage investment banks for deal flow, or bid in competitive auction processes. This relationship-based sourcing model favors off-market transactions where pricing advantages exist.

## Related profiles

- [Matriarch Wealth Management](https://altss.com/profile/matriarch-wealth-management-llc)
- [Privileged Planning](https://altss.com/profile/privileged-planning-inc)

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Last updated: 2026-07-06T01:24:16.598Z

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