LP Profile

ClientFirst Wealth Management

Also known as clientfirst wealth

Wealth ManagerLittle Rock, United StatesFounded 2007
$250M
Assets Under Management
Little Rock
Headquarters
Investment Focus

About ClientFirst Wealth Management

Contact our transparent, fee-only financial advisors in Little Rock, AR. Get expert guidance for investments, retirement, and wealth planning from ClientFirst!

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to ClientFirst Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$302.8M
Total Clients
105
Filing Date
May 27, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to ClientFirst Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is ClientFirst Wealth Management?

ClientFirst Wealth Management is a wealth manager based in Little Rock, United States, managing approximately $250M in assets.

Where is ClientFirst Wealth Management headquartered?

ClientFirst Wealth Management is headquartered in Little Rock, United States.

How much does ClientFirst Wealth Management manage?

ClientFirst Wealth Management manages approximately $250M in assets under management.

When was ClientFirst Wealth Management founded?

ClientFirst Wealth Management was founded in 2007.

How can I contact ClientFirst Wealth Management?

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