# First Light Wealth Advisors

> First Light Wealth Advisors (iPhone/iPad app by First Light Wealth Advisors, LLC.)

- Source: https://appshunter.io/ios/app/first-light-wealth-advisors/id6480067475 (this page in markdown: same URL + `.md`)
- Developer: [First Light Wealth Advisors, LLC](https://appshunter.io/developer/1738071041)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 15.6 · 61 MB
- Languages: American English
- Released: 2024-03-27
- Data updated: 2026-02-06
- User reviews in markdown: https://appshunter.io/ios/app/first-light-wealth-advisors/id6480067475/reviews.md

## What is First Light Wealth Advisors?

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.


## Version history (last 5 releases)

### 5.22.1 — 2026-02-05

- 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

### 5.16.0 — 2024-12-14

- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes

### 5.14.0 — 2024-09-06

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.9.0 — 2024-04-10

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.6.9 — 2024-03-27

No release notes.

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-02-06.*