# First Security Financial Wealth Manager, Inc.

> First Security Financial Wealth Manager, Inc. is a state-registered investment advisory firm in Metairie, LA, registered since 2017, with no regulatory assets under management reported in its Form ADV filing dated August 20, 2026.

- CRD: 286470
- Filed as: FIRST SECURITY FINANCIAL WEALTH MANAGER, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Metairie, LA
- Filing period: October 2026
- Form ADV filing dated: August 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/286470
- AdvisorCensus page: https://advisorcensus.com/firm/first-security-financial-wealth-manager-inc-metairie-la-286470

## Quick answers

**How is First Security Financial Wealth Manager, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), First Security Financial Wealth Manager, Inc. reports these compensation arrangements: fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is First Security Financial Wealth Manager, Inc. located?**
First Security Financial Wealth Manager, Inc.'s principal office is in Metairie, LA, according to its Form ADV.

**Is First Security Financial Wealth Manager, Inc. registered with the SEC or a state?**
First Security Financial Wealth Manager, Inc. is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 286470.

**Does First Security Financial Wealth Manager, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/286470

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)
- Other

### Advisory services (Item 5.G)
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, MS
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- firstsecurityfinancialwealthmanager.com
- splashbot.thefinancialhq.com/LEARNWITHDAVID
- Facebook @FIRST-SECURITY-FINANCIAL-WEALTH-MANAGER-INC-1955156121436886
- LinkedIn @COMPANY-BETA

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. First Security Financial Wealth Manager, Inc. (CRD 286470): Form ADV filing data as of October 2026.
