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⚲
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| Clientfirst Wealth Management LLC
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|
|
|---|---|
| CRD # | 120286 |
| SEC # | 801-67589 |
| CIK # | 0001915494 |
| AUM | $264.7 M (2025-04-03) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 501-603-0406 |
| Address | 1501 N University Avenue Little Rock, AR 72207 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Dillards Inc | 45.2 | ||
| Apple Inc | 3.0 | ||
| Palantir Technologies Inc | 0.6 | ||
| iShares Bitcoin Trust | 0.6 | ||
| Tesla Motors Inc | 0.5 | ||
| Fidelity Wise Origin Bitcoin Fund | 0.5 | ||
| J P Morgan Chase & Co | 0.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8 | 3.7 |
| (b) Individuals (high net worth individuals) | 45 | 261.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 53 | 264.7 |
| By Discretionary | ||
| Discretionary | 53 | 264.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 53 | 264.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 264.7 | |
| Total | 53 | 264.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001915494] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Ransom Advisory Ltd
✚
|
RI | 0.3 |
|
Professional Financial Management Inc
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MT | 0.3 |
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The Yanker Group Inc
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MO | 0.3 |
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New England Research & Management Inc
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IL | 0.3 |
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Wilson & Boucher Capital Management LLC
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0.3 | |
|
Baugh & Associates LLC
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GA | 0.3 |
|
Lester Financial Group LLC
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|
IL | 0.3 |
|
Thoma Capital Management LLC
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|
MD | 0.3 |
|
LPFG LLC
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|
OH | 0.3 |
|
Royal Oak Financial Group
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|
OH | 0.3 |