DFX Intelligence

Data Factory

RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

ABILITY FIRST

ABILITY FIRST FINANCIAL, LLC, CRD 300076

PHOENIX, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:561d85c2-0d90-ee5f-0d24-9266f1bc74d8

Data as of May 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: May 28, 2026 to May 28, 2026
1 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Ability First

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $12.5MItem 5.F on the latest filing (2026-05-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.5M
Private client RAUM: $2.5MderivedItem 5.D individuals plus high net worth individuals
Private client share: 20%derivedprivate client RAUM over total RAUM
Employees: 1
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 56
High net worth clients: 24
CRD: 300076
Filings on the tape: 1
First filed: May 28, 2026
Latest filed: May 28, 2026
Organised: Limited Liability Company, AZ
Website: ability-retirement.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
SETH AARON ROSENBERG	n/a	Phoenix, AZ	7	11	3	no

Relationships

Registered with (1)

← SETH AARON ROSENBERGAdvisorregistration: current employment
Jan 10, 2019 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:561d85c2-0d90-ee5f-0d24-9266f1bc74d8
First observed: May 28, 2026
Last observed: May 28, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ABILITY FIRST

ABILITY FIRST FINANCIAL, LLC, CRD 300076

PHOENIX, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:561d85c2-0d90-ee5f-0d24-9266f1bc74d8

Data as of May 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:14 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

SETH AARON ROSENBERG

n/a

Phoenix, AZ