This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Oak vitalPathway legacy +more
- Established Date
- 04-19-2022
- Office Locations
- 1
Office Locations
About Firstgen Wealth
FirstGen Wealth is a virtual, fee-only fiduciary financial life planning firm founded by CFP® Valerie Rivera, focused on first-generation wealth builders. The practice helps clients simplify decisions and build integrated plans across cash flow, tax, estate, and investment planning, with portfolio construction and asset allocation implemented primarily via public funds. Operates on Altruist and is part of XY Planning Network.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Valerie Ann Rivera
Chief Compliance Officer, Financial Planner, Founder, President
- CRD
- #6149032
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,900,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,900,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $6,900,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,169,148,996 | 50.1% |
| Cash | $3,156,497,702 | 49.9% |
| Total | $6,325,646,698 | 100.0% |