# US 1st Wealth Management

> US 1st Wealth Management is a state-registered investment advisory firm in Kingwood, TX, registered since 2007, with no regulatory assets under management reported in its Form ADV filing dated February 6, 2023.

- CRD: 117979
- Filed as: US 1ST WEALTH MANAGEMENT
- Legal name: Texas First Wealth Management
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Kingwood, TX
- Filing period: October 2026
- Form ADV filing dated: February 6, 2023
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/117979
- AdvisorCensus page: https://advisorcensus.com/firm/us-1st-wealth-management-kingwood-tx-117979

## Quick answers

**How is US 1st Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), US 1st Wealth Management reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is US 1st Wealth Management located?**
US 1st Wealth Management's principal office is in Kingwood, TX, according to its Form ADV.

**Is US 1st Wealth Management registered with the SEC or a state?**
US 1st Wealth Management is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 117979.

**What types of clients does US 1st Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (65); high net worth individuals (1).

**Does US 1st Wealth Management 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/117979

## From the Form ADV filing

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

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 65 | $0 |
| High net worth individuals | 1 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2007 (18 years)
- Employees: 1 total, 0 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- maximizeyourdollars.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. US 1st Wealth Management (CRD 117979): Form ADV filing data as of October 2026.