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FIRST LIGHT WEALTH ADVISORS, LLC
CRD 291214File 801-135978
APPROVED
Retail clients
Disclosure events
Filing as of Apr 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$116.3M
Bottom 25% of cohort (national)
Discretionary AUM
$116.3M
Clients
98
231 accounts
Employees
4
Bottom 25% of cohort in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- May 20, 2026
- Principal office
- 76 EAST MAIN STREET, SECOND FLOOR, LITTLE FALLS, NJ, 07424
- Phone
- 973-435-4520
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $116.3M
- Discretionary AUM
- $116.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 231
- Non-discretionary accounts
- 0
- Total accounts
- 231
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $6.3M |
| High net worth individuals | 27 | $90.0M |
| Individuals (other than high net worth individuals) | 66 | $20.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.