First Light Wealth

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

887

Total plan assets

$16.4M

Filings (rows)

Direct comp

$23K

Indirect comp

Showing only "FIRST LIGHT WEALTH"

View all 6 variants aggregated →

FIRST LIGHT RETIREMENT31 FIRST LIGHT PRISM FEEDER FUND3 FIRST LIGHT ASSET MANAGEMENT3 FIRST LIGHT WEALTH ADVISORS2 FIRST LIGHT WEALTH1 FIRST LIGHT OF TULSA1

SERVICES PROVIDED

Advisor / Consultant1

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Take2 Consulting, LLC Take2 Consulting, LLC 401(k) Retirement Plan · all filings	VIENNA, VA	Advisor / Consultant	887	$16.4M	$23K	$0