First Step Wealth Planning, LLC
● SEC registered since 2025CRD 317527SEC# 801-132772
Reg. AUM
$31.3M
Employees
1
Accounts
115
Location
—
First Step Wealth Planning, LLC assets under management
First Step Wealth Planning, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2025. It reports $31.3 million in regulatory assets under management and employs 1 people.
First Step Wealth Planning, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Erik Michael Nero Control | President & Cco | Over 75% | 2021 |
Frequently asked questions
How much does First Step Wealth Planning, LLC manage?
First Step Wealth Planning, LLC reports $31.3 million in regulatory assets under management on its Form ADV.
How many employees does First Step Wealth Planning, LLC have?
First Step Wealth Planning, LLC reports 1 employees.
Does First Step Wealth Planning, LLC disclose fund performance?
First Step Wealth Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (518) 893-1592 |
| Office hours | By Appointment Only |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$31.3M▲ 18%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 97%
Larger than 3% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$31.3Mregulatory AUM
Discretionary $31.3M