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CLIENTFIRST WEALTH MANAGEMENT, LLC
CRD 120286 · SEC 801-67589
1501 N. UNIVERSITY AVENUE, SUITE 715, LITTLE ROCK, AR, 72207, United States
Phone
(501) 603-0406
Fax
(501) 603-0405
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$302.8M
Discretionary AUM
$302.8M
Team
4 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $3.9M |
| High net worth individuals | 45 | $299.0M |
States served
AR, TX
All web addresses on file
Official SEC filing: View on IAPD