{"url":"https://nivawealth.com/firms/firstmetric-289483","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/289483","regulatoryAum":272101825,"crd":"289483","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4076996","suffix":null,"lastName":"SALASKE","firstName":"SCOTT","middleName":"CHRISTOPHER"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-04-03","regulatoryAum":208757709,"clients":49,"employees":1,"offices":2},{"filedOn":"2022-03-30","regulatoryAum":252862677,"clients":52,"employees":1,"offices":2},{"filedOn":"2023-03-31","regulatoryAum":187919069,"clients":45,"employees":1,"offices":2},{"filedOn":"2024-03-28","regulatoryAum":278473373,"clients":48,"employees":1,"offices":2},{"filedOn":"2025-03-24","regulatoryAum":255763487,"clients":45,"employees":1,"offices":2},{"filedOn":"2026-03-31","regulatoryAum":272101825,"clients":48,"employees":1,"offices":2}],"secFileNumber":"801-117185","legalName":"Firstmetric, LLC","displayName":"Firstmetric","slug":"firstmetric-289483","website":"https://firstmetric.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/289483/10f434fb89a756cd-r1.webp","tone":"light","width":764,"height":200,"sourceUrl":"https://www.firstmetric.com","sourceLabel":"Firstmetric, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/firstmetric","xUrl":"https://www.x.com/firstmetric","founded":null,"organization":"Michigan limited liability company","fiscalYearEnd":"December","headquarters":{"street":"200 E. Big Beaver RD","city":"Troy","state":"MI","stateName":"Michigan","country":"United States","postalCode":"48083"},"tradeNames":[],"registration":{"secApproved":"19 August 2019","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":5668788.020833333,"staff":{"employees":1,"advisory":1,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":272101825,"discretionary":272101825,"discretionaryAccounts":48,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":9,"regulatoryAum":6027111},{"label":"High-net-worth individuals","clients":39,"regulatoryAum":266074714}],"feePrograms":[],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T10:22:45.985302+00:00","documents":[{"name":"FIRSTMETRIC LLC - FORM ADV 2A - ADV2A-03312026-1","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037213","versionId":1037213,"submittedOn":"2026-03-31"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":266384479},{"name":"Transamerica Life Insurance Company","shortName":"Transamerica Life Insurance","location":"Cedar Rapids, IA","smaAssets":94370},{"name":"My529 Plan","shortName":"My529 Plan","location":"Salt Lake City, UT","smaAssets":2926158},{"name":"Fidelity Investments","shortName":"Fidelity","location":"Cincinnati, OH","smaAssets":2696818}],"custodyNote":"Firstmetric does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Scott Salaske","title":"Chief Executive Officer/Chief Compliance Officer/Managing Member","crd":"4076996"}],"ownership":[{"label":"Scott Salaske","detail":"Chief executive officer/chief compliance officer/managing member in the 75% or more ownership band and a control person, since July 2017."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":1},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Michigan","offices":1,"addresses":[{"street":"200 E. Big Beaver RD","city":"Troy","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"248-817-8919","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"26-50","assetMix":[{"label":"Exchange-traded equity securities","percent":3},{"label":"U.S. state and local bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":95},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"31 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/289483/PDF/289483.pdf","brochureDate":"31 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037213","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Firstmetric have?","answer":"Firstmetric has 48 clients and manages $272 million for them, as of March 2026. They include 39 high-net-worth individuals and 9 individual clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Firstmetric offer?","answer":"Firstmetric provides financial planning and portfolio management for individuals and small businesses.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Firstmetric use?","answer":"Firstmetric’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $266M, My529 Plan (Salt Lake City, UT), with $2.93M, Fidelity Investments (Cincinnati, OH), with $2.7M and Transamerica Life Insurance Company (Cedar Rapids, IA), with $94.4K. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Firstmetric have?","answer":"Firstmetric has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Firstmetric invest in?","answer":"At the end of its last fiscal year, Firstmetric’s separately managed accounts held 95% registered funds (mutual funds, ETFs, BDCs), 3% exchange-traded equities, 1% state and local bonds and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Firstmetric?","answer":"Firstmetric’s direct owner is Scott Salaske (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Firstmetric get paid?","answer":"Firstmetric is paid through fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Firstmetric?","answer":"Firstmetric’s main office is at 200 E. Big Beaver RD, Troy, MI 48083. Its phone number is 248-817-8919. Its website is firstmetric.com.","source":"Form ADV Part 1A, Item 1.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}