First Class Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
First Class Wealth Management is a small independent investment adviser that provides ongoing portfolio management and investment advisory services to individual and high‑net‑worth clients, delivering tailored Investment Policy Statements and managing accounts on a discretionary or non‑discretionary basis. The single‑advisor practice manages a modest asset base across a very small client roster, reflecting a boutique scale of operations.
The firm’s investment process blends cyclical, fundamental, technical and modern portfolio theory analysis and typically employs a long‑term trading approach, with primary allocations to mutual funds, ETFs (including precious‑metal ETFs), real estate funds/REITs, fixed income and annuities. Client objectives, risk tolerance and time horizon are documented in an IPS, and the firm seeks fair allocation of identified investment opportunities across client accounts.
Operationally, the firm requires clients to use a specified custodian (Altruist) for account execution and does not aggregate block trades for multiple clients, practices the brochure notes may affect trade execution and pricing. The principal also conducts licensed insurance sales and has outside business interests, a disclosed potential conflict the firm addresses through policies, disclosures and periodic reviews.
Client services
Expertise
Fee options
$0 - $499,999: 2.00% $500,000 - $999,999: 1.75% $1,000,000 - $1,999,999: 1.50% $2,000,000+: 1.25%
Main office
Gretna NE
Advisors at this office
1
Most active in
Nebraska
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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