AMERICAFIRST WEALTH MANAGEMENT, INC.

WEST HENRIETTA, New York·4 registered advisors·CRD# 314640
SEC# 801-1216711916 865-9070
01

Firm Overview

AUM
$26M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (pooled investments)
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at AMERICAFIRST WEALTH MANAGEMENT, INC.

4 registered advisors
Daniel Lew
WEST HENRIETTA, New York
James Paul Monaghan
WEST HENRIETTA, New York
Rick Allan Gonsalves
GRANITE BAY, California
Robert Herman Trapp
WEST HENRIETTA, New York
05

Office Locations

WEST HENRIETTA, New York
3 advisors
GRANITE BAY, California
1 advisor

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. AMERICAFIRST WEALTH MANAGEMENT, INC. (CRD# 314640) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.