# First Step Wealth Planning

First Step Wealth Planning is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** firststepwealthplanner.in
- **LinkedIn:** https://www.linkedin.com/company/eriknero

## Regulatory record

- **CRD number:** 317527
- **SEC file number:** 801-132772
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/317527

## About

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.

## Related profiles

- [First Security Capital](https://altss.com/profile/first-security-capital-llc)
- [First Tasmania Investments](https://altss.com/profile/first-tasmania-investments)

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Last updated: 2026-07-11T05:40:41.000Z

Canonical page: https://altss.com/profile/first-step-wealth-planning

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