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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Conservative Wealth Management LLC
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| CRD # | 138925 |
| SEC # | 801-66651 |
| CIK # | |
| AUM | $308.4 M (2025-02-14) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 323-876-3300 |
| Address | |
| Source | [IAPD] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12 | 4.9 |
| (b) Individuals (high net worth individuals) | 56 | 283.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 19.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 192 | 308.4 |
| By Discretionary | ||
| Discretionary | 81 | 125.2 |
| Non-Discretionary | 111 | 183.3 |
| Total | 192 | 308.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 308.4 | |
| Total | 192 | 308.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Royal Oak Financial Advisors LLC
✚
|
MI | 0.3 |
|
Laraway Financial Advisors Inc
✚
|
MN | 0.3 |
|
Tagstone Capital Inc
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|
NC | 0.3 |
|
Split Rock Private Trading and Wealth Management LLC
✚
|
MN | 0.3 |
|
Quad City Investment Advisors LLC
✚
|
IL | 0.3 |
|
Highland Investment Advisors LLC
✚
|
FL | 0.3 |
|
The Darrow Company Inc
✚
|
MA | 0.3 |
|
PW Nova Financial Services LLC
✚
|
PA | 0.3 |
|
Elliott Cove Capital Management LLC
✚
|
WA | 0.3 |
|
Wealth Pro Advisors Inc
✚
|
FL | 0.3 |