First Light Wealth Advisors

Name: First Light Wealth Advisors
Author: First Light Wealth Advisors, LLC

by First Light Wealth Advisors, LLC

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💼 Business

💰 Finance

Free

Rating summary

Details

Released
Updated
Version
Compatibility
Age Rating
Size
Devices
Data updated
Languages

March 27, 2024
February 5, 2026
5.22.1
iOS 15.6+
4+
60.96MB
iPhone, iPad, iPod
6 months ago
American English

Features

macOS Compatibility

Developer

First Light Wealth Advisors, LLC

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About

This Mobile App allows wealth management clients of First Light Wealth Advisors, LLC to view their account information conveniently, on their smartphone or tablet. Clients can view their account balance, track performance, view statements, and monitor other aspects of their portfolio.

What's New in First Light Wealth Advisors

5.22.1

February 5, 2026

- Transactions changing to activity tab for managed accounts - Positions changing to allocation tab for managed accounts - Household info section in settings - Biometrics improvement - Performance bar chart - Net worth legend and portfolio graph optimization - Bug fixes