Americafirst Wealth Management, Inc.
CRD 314640SEC# 801-121671West Henrietta, NY
No longer SEC-registered. Americafirst Wealth Management, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$23.4M
Employees
3
Accounts
1
Location
West Henrietta, NY
Americafirst Wealth Management, Inc. assets under management
Americafirst Wealth Management, Inc. is an SEC-registered investment adviser based in West Henrietta, NY. It reports $23.4 million in regulatory assets under management and employs 3 people.
Americafirst Wealth Management, Inc. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Lew Control | Chief Investment Officer & Portfolio Manager | Under 5% | 2023 |
| Dss Securities Inc. Control | Parent Company | Over 75% | 2021 |
| James Paul Monaghan | Chief Compliance Officer & Chief Operating Officer | Under 5% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Americafirst Wealth Management, Inc. manage?
Americafirst Wealth Management, Inc. reports $23.4 million in regulatory assets under management on its Form ADV.
How many employees does Americafirst Wealth Management, Inc. have?
Americafirst Wealth Management, Inc. reports 3 employees.
Where is Americafirst Wealth Management, Inc. located?
Americafirst Wealth Management, Inc. is based in West Henrietta, NY.
Does Americafirst Wealth Management, Inc. disclose fund performance?
Americafirst Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 275 Wiregrass Parkway, West Henrietta, NY 14586 |
| Office hours | 8 a.m. To 6 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$23.4MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 98%
Larger than 2% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$23.4Mregulatory AUM
Discretionary $23.4M