Clientfirst Wealth Management LLC

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Assets, Funds, Holdings

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Clientfirst Wealth Management LLC
CRD #120286
SEC #801-67589
CIK #0001915494
AUM $221.6 MM (2024-03-13)
Employees 2 (50% Investors, 0% Brokers)
Phone501-603-0406
Address1501 N University Avenue
Little Rock, AR 72207
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($MM)
3002401801206002007201320192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 7 4.2
(b) Individuals (high net worth individuals) 45 217.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 52 221.6
By Discretionary
Discretionary 52 221.6
Non-Discretionary 0 0.0
Total 52 221.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 221.6
Total 52 221.6
EDGAR Form CIK 2011 - 2024
13F-HR [0001915494]
Comparable Firms State AUM ($BB)
Clarus Wealth Advisors LLC
AZ 0.2
Floyd Benjamin Joseph
TX 0.2
Briggs Wealth Management Inc
CT 0.2
Forte Asset Management LLC
NY 0.2
Lion Capital Advisors LLC
FL 0.2
Calabasas Advisory Group LLC
CA 0.2
Piermont Wealth Management Inc
NY 0.2
BCP Advisors LLC
FL 0.2
RPC Private Wealth LLC
IL 0.2
New England Financial Planning Group LLC
MA 0.2
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