$49.8M Total AUM
$49.8M Disc. AUM
-- 3Y CAGR
1 Employees
53 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Empower · John Hancock
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-21-2023
- Office Locations
- 1
Office Locations
405 E Chocolate AVE Suite 101 A Hershey PA
About First Light Wealth
First Light Wealth provides financial planning and investment management with an emphasis on retirement and tax-planning strategies to help pre-retirees, retirees, and attorneys (including small law firm owners). The firm serves clients virtually nationwide and supports portfolios using public funds such as mutual funds and ETFs, with custody including Charles Schwab.
Team overview
-- AVG AGE
$49.8M AVG AUM / ADVISOR
$939.7K AVG AUM / CLIENT
3.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
D
DAVID JAMES HUNTER
Chief Compliance Officer, FOUNDER, Owner
- CRD
- #6243361
- 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 | $49,805,941 | -- |
| Non-Discretionary | $0 | -- |
| Total | $49,805,941 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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