F
$5.4M Total AUM
$5.2M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
2 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank · US Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-31-2023
- Office Locations
- 1
Office Locations
-- Gretna NE
About First Class Wealth Management LLC
First Class Wealth Management LLC is a Gretna-based RIA. The firm has been operating for 2 years. Managing $5.4M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Charles Schwab & Company.
Team overview
-- AVG AGE
$5.4M AVG AUM / ADVISOR
$601.3K AVG AUM / CLIENT
3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
D
Daniel Paul Thompson JR
Chief Compliance Officer, Managing Member
- CRD
- #6596444
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,199,433 | -- |
| Non-Discretionary | $212,450 | -- |
| Total | $5,411,883 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Other:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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