CRD: 306030
Family First Wealth Management
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-08-2020
- Office Locations
- 1
Office Locations
About Family First Wealth Management
Family First Wealth Management is an Illinois RIA led by retired Marine Corps Colonel Barry Federici. The firm provides fiduciary, fee-only wealth management and comprehensive family planning—reviewing taxes, trusts, legal documents, and investments, and building a family mission statement with counseling across family members. Its independent, transparent investment process is evidence-based and grounded in Modern Portfolio Theory, often implemented with ETFs, public funds, and high-quality fixed income.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BARRY EDWARD FEDERICI
Chief Compliance Officer
- CRD
- #2436730
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,263,905 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,263,905 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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