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- Custodian
- Charles Schwab & Company · Empower · John Hancock
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-21-2023
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 53 clients, or 53 clients per representative. That equates to $939.7K in reported AUM per client.
The profile lists 1 reported office location and 3 years in operation. The source data was last updated on March 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full First Light Wealth record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DAVID JAMES HUNTER
Chief Compliance Officer, FOUNDER, Owner
- CRD
- #6243361
- Ownership
- 75% or more
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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
SMA allocation detail is available
First Light Wealth has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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