This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Matrix timberVital +more
- Established Date
- 04-06-2018
- Office Locations
- 1
Office Locations
About First Light Wealth Advisors, LLC
First Light Wealth Advisors is an independent, fee-based RIA in Little Falls, NJ providing holistic financial planning and investment management. The team builds goal-driven plans through discovery, implementation, and ongoing reviews, with an emphasis on capital preservation and meaningful growth. Client focus includes seniors, multi-generational families, small business owners, corporations, and employer-sponsored retirement plans; portfolios are largely ETF- and public-fund based, with custody at Schwab.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JAMES M KORZIK
Chief Compliance Officer, Partner
- CRD
- #5137395
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
ROBERT NICHOLAS KORZIK
Partner
- CRD
- #1013350
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $116,263,725 | $503,306 |
| Non-Discretionary | $0 | -- |
| Total | $116,263,725 | $503,306 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $116,263,725
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $192,864,902 | 31.3% |
| Public Funds | $111,528,905 | 18.1% |
| Cash | $45,597,453 | 7.4% |
| Municipal Bonds | $51,143,089 | 8.3% |
| Private Funds | $169,449,994 | 27.5% |
| U.S. Government/Agency | $45,597,453 | 7.4% |
| Total | $616,181,796 | 100.0% |