Fiduciary First, LLC
● SEC registered since 2011CRD 150330SEC# 801-72234Maitland, FL
Reg. AUM
$2.46B
Employees
7
Accounts
42
Location
Maitland, FL
Fiduciary First, LLC assets under management
Fiduciary First, LLC operates as an SEC-registered investment adviser based in Maitland, FL. The firm has been registered since 2011. It reports $2.5 billion in regulatory assets under management and employs 7 people.
Fiduciary First, LLC owners & executives
20 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brett Ronald Schneider Control | Director - Wealthspire | Under 5% | 2025 |
| Brian J Yu Control | Chief Compliance Officer - Wealthspire Retirement | Under 5% | 2025 |
| Carl Edward Nelson Control | President - Wealthspire | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Fiduciary First, LLC manage?
Fiduciary First, LLC reports $2.5 billion in regulatory assets under management on its Form ADV.
How many employees does Fiduciary First, LLC have?
Fiduciary First, LLC reports 7 employees.
Where is Fiduciary First, LLC located?
Fiduciary First, LLC is based in Maitland, FL and has been SEC-registered since 2011.
Does Fiduciary First, LLC disclose fund performance?
Fiduciary First, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1060 Maitland Center Commons, Suite 360, Maitland, FL 32751 |
| Phone | 407.740.6111 |
| Fax | 407.740.6113 |
| Office hours | 8:30 a.m. - 5:30 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.46B▼ 52%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 20%
Larger than 80% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$2.46Bregulatory AUM
Discretionary $2.46B