1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2CLIENTFIRST WEALTH MANAGEMENT, LLC

Map pinLITTLE ROCK, AR
Phone(501) 603-0406
NotebookSEC #801-67589
Total AUM
$302.8M
Employees
4
Clients
54

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1501 N. UNIVERSITY AVENUE
SUITE 715
LITTLE ROCK
AR 72207
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(501) 603-0406
Other Offices
1

ReceiptFinancials

Total AUM
$302.8M
Accounts
105
Discretionary
$302.8M
Accounts
105
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
9
AUM
$3.9M
HNW Individual Clients
45
AUM
$299M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account