Wealth Manager
    SEC Registered
    Manages Private Funds

    Clientfirst Wealth Management, LLC

    Registered investment advisor · Little Rock, Arkansas · CRD #120286

    Assets Under Management
    $303M
    Client Accounts
    105
    Employees
    4
    CRD Number
    120286
    Registration
    SEC Registered
    Custodian
    Raymond James & Associates, Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Clientfirst Wealth Management, LLC

    Clientfirst Wealth Management, LLC is a SEC-registered investment advisory firm headquartered in Little Rock, Arkansas, managing approximately $303M in regulatory assets across 105 client accounts. The firm's full regulatory record is filed with the SEC under CRD #120286.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Clientfirst Wealth Management, LLC's AUM?

    Clientfirst Wealth Management, LLC reports approximately $303M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Clientfirst Wealth Management, LLC headquartered?

    Clientfirst Wealth Management, LLC is headquartered in Little Rock, Arkansas.

    What is Clientfirst Wealth Management, LLC's CRD number?

    Clientfirst Wealth Management, LLC's CRD number is 120286. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Clientfirst Wealth Management, LLC manage?

    Clientfirst Wealth Management, LLC manages approximately 105 client accounts according to its latest SEC filing.

    Is Clientfirst Wealth Management, LLC SEC registered?

    Yes, Clientfirst Wealth Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

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