FS
Asset ManagerRIA · CRD 317527SEC-Registered
Updated:
First Step Wealth Planning
FIRST STEP WEALTH PLANNING is an SEC-registered investment adviser since 2025. The firm manages approximately $31 million in regulatory assets.
Overview
FIRST STEP WEALTH PLANNING is an SEC-registered investment adviser since 2025. The firm manages approximately $31 million in regulatory assets. It has 1 employee and 1 investment adviser.
Website
firststepwealthplanner.inLinkedIn
linkedin.com/company/erikneroGeneral information
Firm type
Asset Manager
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