# Firstgen Wealth

> Firstgen Wealth is a state-registered investment advisory firm, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 14, 2026.

- CRD: 319368
- Filed as: FIRSTGEN WEALTH
- Legal name: Firstgen Wealth LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: April 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/319368
- AdvisorCensus page: https://advisorcensus.com/firm/firstgen-wealth-319368

## Quick answers

**How is Firstgen Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Firstgen Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Firstgen Wealth registered with the SEC or a state?**
Firstgen Wealth is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 319368.

**How much does Firstgen Wealth manage?**
Firstgen Wealth reports $6,900,000 in regulatory assets under management in its Form ADV filing dated April 14, 2026 (100% discretionary).

**What types of clients does Firstgen Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (21).

**Does Firstgen Wealth 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/319368

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $6,900,000
- Discretionary: $6,900,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 21 | $4,800,000 |
| High net worth individuals | Fewer than 5 | $2,100,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- 1genwealth.com
- feeonlynetwork.com/financial-advisor/valerie-rivera
- napfa.org/firm/47982/37760
- valerie-rivera.com
- wealthtender.com/financial-advisors/valerie-rivera-cfp
- xyplanningnetwork.com/advisors/valerie-rivera-cfp
- Instagram @firstgenwealth1
- LinkedIn @valerie-a-rivera-cfp®-3a1b775
- X @1GenWealth
- YouTube @UC-MXnawaV4ArVHUarBcgAOg

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Firstgen Wealth (CRD 319368): Form ADV filing data as of October 2026.