F
$28.0M Total AUM
$28.0M Disc. AUM
-- 3Y CAGR
2 Employees
153 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-23-2026
- Office Locations
- 1
Office Locations
913 N Academy AVE NEW Braunfels TX
About First Fidelity Wealth Management LLC
First Fidelity Wealth Management LLC is a NEW Braunfels-based RIA. The firm has been operating for 0 years. Managing $28.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
-- AVG AGE
$28.0M AVG AUM / ADVISOR
$183.0K AVG AUM / CLIENT
0.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Investment Themes
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Investment Vehicles
Available
Services
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Owner & Executives
ROBERT WILLEM DORRESTIJN
--
- CRD
- #5460148
- Ownership
- 75% or more
Available
Available
Available
H
HEATHER VIRGINIA DORRESTIJN
Chief Operations Officer
- CRD
- #5460185
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,006,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,006,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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