# FirstGen Wealth

FirstGen Wealth is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **Website:** firstgenwealth.com
- **LinkedIn:** https://www.linkedin.com/company/valerie-a-rivera-cfp%c2%ae-3a1b775

## Regulatory record

- **CRD number:** 319368
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/319368

## About

FIRSTGEN WEALTH is a state-registered investment adviser with approximately $7 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

## Questions

### Who runs investment decisions at FirstGen Wealth?

FirstGen Wealth does not publicly name its principals or investment committee. The firm's leadership team is not listed on its website or in public filings, making it difficult to attribute specific investment strategies to named individuals. This lack of disclosure is common among smaller multi-family offices that prioritize client privacy.

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Last updated: 2026-07-06T01:24:16.694Z

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