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FF
RIA · CRD 339843State-Registered Investment Adviser

Updated:

First Fidelity Wealth Management

FIRST FIDELITY WEALTH MANAGEMENT LLC is a state-registered investment adviser in NEW BRAUNFELS, TX. It has 2 employees and 1 investment adviser.

Overview

FIRST FIDELITY WEALTH MANAGEMENT LLC is a state-registered investment adviser in NEW BRAUNFELS, TX. It has 2 employees and 1 investment adviser. The firm is based in Texas.

General information

Firm type

RIA

Year founded

1998

Location

Region

North America

Country

United States

City

New Braunfels

Corporate office

Tulsa, OK, United States

Sector focus

Wealth ManagementPrivate Wealth

Frequently asked questions

What investment stages does First Fidelity typically target?

Public records indicate the firm participates in private equity co-investments alongside established fund managers. Stage preferences—seed, venture, growth, buyout, or secondary—are not detailed. The firm's bond and equity holdings suggest a multi-stage approach.

What is the firm's relationship to its founding principals?

The founding principals of First Fidelity Wealth Management have not been named in public records. The firm's ownership structure is not independently verifiable.

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