FIRSTRUST
SEC RegisteredChoose Wisely
About the firm
FirsTrust, operating as Private Wealth Management Group, offers comprehensive financial planning that connects clients' current financial picture to their long-term goals, coordinated across tax, investment, and estate decisions. Their process begins with a complete review of a client's full financial picture and results in a prioritized action plan with ongoing fiduciary management.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial planning including goal definition, master financial plan construction, tax and estate strategy integration, scenario stress-testing, investment alignment, fiduciary guidance, and ongoing monitoring and adjustment.
Who they serve
Individuals and families approaching retirement, growing their family, getting married, buying a home, changing careers, or selling a business.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 10 | $8.0M |
| High Net Worth Individuals | 117 | $229M |
| Charitable Organizations | 1 | $13M |
6 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FIRSTRUST has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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