My529 Plan
$2.9M reported client assets across 1 advisory firms in FY2025 annual amendments
Reported client assets over time
$2.3M
$2.9M
2021
2025
Same-firm comparison: 1 firms that reported My529 Plan in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Firstmetric, Llc | $2.9M | $272M | 1.1% | 03/31/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.