Firstgen Wealth
13yrs
More experience than 50% of advisors in Chicago
Firstgen Wealth
Location not listed. Legal name: Firstgen Wealth LLC
About the firm
A registered investment advisory firm. It manages about $6.9 million for roughly 21 individual clients. Services include financial planning, investment management for individuals and small businesses, retirement plan consulting.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?$328,571
Assets under management ?$6.9 million
Individual clients21
Median years of experience13
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesRetirement plan consultingEducational seminars and workshops
Advisors at Firstgen Wealth
1Advisors
13Median years of experience
1States with offices
–Offices
Also known as
Firstgen Wealth LLC
About Firstgen Wealth
How do I contact Firstgen Wealth?
Call the main office at (773) 217-0611. The main office is at , .
How is Firstgen Wealth paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Firstgen Wealth offer?
Financial planning, Investment management for individuals and small businesses, Retirement plan consulting, Educational seminars and workshops.
How many advisors work at Firstgen Wealth?
We list 1 advisor currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.