CRD: 323649
First Wealth Advisory, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 01-25-2023
- Office Locations
- 1
Office Locations
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.
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 185 clients, or 185 clients per representative. That equates to $104.3K 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 2, 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
- Industry Interests
- Investment Themes
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- Platform
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- Technology
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Owner & Executives
CHRISTOPHER DAVID DELARME
Chief Compliance Officer, President
- CRD
- #3198999
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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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
SMA allocation detail is available
First Wealth Advisory, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.