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First Wealth Advisory, Inc.

First Wealth Advisory, Inc.. CRD 323649

F

CRD: 323649

First Wealth Advisory, Inc.

St. Charles, IL, 60175
3319015950
firstwealthadvisory.com
$19.3M Total AUM
$19.3M Disc. AUM
-- 3Y CAGR
1 Employees
185 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Atlas summit
Established Date
01-25-2023
Office Locations
1

Office Locations

40w222 LA FOX Road Suite F1 St. Charles IL

About First Wealth Advisory, Inc.

First Wealth Advisory is an independent, fiduciary planning firm based in St. Charles, Illinois serving local Fox Valley/Tri-Cities families and clients nationwide. Led by Chris Delarme, a National Social Security Advisor Certificate holder, the firm focuses on customized financial planning and retirement income planning, including coordinating Social Security claiming with a broader plan. The practice emphasizes objective advice and works with Schwab as a custodian.

Team overview

50 AVG AGE
$19.3M AVG AUM / ADVISOR
$104.3K AVG AUM / CLIENT
3.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age

Insights

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Asset Classes

North optima Unison Oak delta Foundation unison

Client Personas

Eagle Prime Unison

Custodian

Peak North Signal capital Prime delta Insight bridge Foundation summit

Investment Themes

Zenith Catalyst frontier Frontier Horizon Alpha

Investment Vehicles

Radial oak

Platform

Beacon

Services

Wave Peak Vertex atlas Wave alpha Signal summit Crest timber Quantum catalyst Ember foundation Beacon Matrix north Ridge

Technology

Crest

Owner & Executives

C

CHRISTOPHER DAVID DELARME

Chief Compliance Officer, President

CRD
#3198999
Ownership
75% or more
(676) 429-9341
atlas.eagle@focuscapital.com
in linkedin.com/in/wave-zenith

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $19,298,812 --
Non-Discretionary $0 --
Total $19,298,812 --

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Separately Managed Accounts

Total SMA Asset: $19,298,812

$19.3M Total SMA
Derivatives:
22.7%
Equity - OTC:
27.4%
Cash:
49.9%
Asset class Assets Assets %
Derivatives $1,018,597,007 22.7%
Equity - OTC $1,229,495,947 27.4%
Cash $2,239,118,531 49.9%
Total $4,487,211,485 100.0%

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