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CONSERVATIVE WEALTH MANAGEMENT LLC

CRD 138925 · SEC 801-66651

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AZ, United States

Phone

323-876-3300

Fax

323-843-9929

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$357.5M

Discretionary AUM

$144.8M

Team

1 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-02-04

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals12$5.9M
High net worth individuals56$332.0M

States served

AZ, CA, LA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD