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Clientfirst Wealth Management, LLC

● SEC registered since 2007CRD 120286SEC# 801-67589Little Rock, AR
Export (members)
Reg. AUM
$264.7M
Employees
2
Accounts
53
Location
Little Rock, AR

Clientfirst Wealth Management, LLC assets under management

Clientfirst Wealth Management, LLC operates as an SEC-registered investment adviser based in Little Rock, AR. The firm has been registered since 2007. It reports $264.7 million in regulatory assets under management and employs 2 people.
www.linkedin.com/company/clientfirst-wealth-legacy-estate/posts/?feedview=allView on SEC.gov ↗

Clientfirst Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Edward Price Mahaffy ControlPresident, Senior Portfolio Manager And Chief Compliance OfficerOver 75%2001

Frequently asked questions

How much does Clientfirst Wealth Management, LLC manage?

Clientfirst Wealth Management, LLC reports $264.7 million in regulatory assets under management on its Form ADV.

How many employees does Clientfirst Wealth Management, LLC have?

Clientfirst Wealth Management, LLC reports 2 employees.

Where is Clientfirst Wealth Management, LLC located?

Clientfirst Wealth Management, LLC is based in Little Rock, AR and has been SEC-registered since 2007.

Does Clientfirst Wealth Management, LLC disclose fund performance?

Clientfirst Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1501 N. University Avenue, Suite 715, Little Rock, AR 72207
Phone(501) 603-0406
Fax(501) 603-0405
Office hours8:00 a.m. - 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
CIK1915494
Discloses disciplinary historyNo

Assets under management

Discretionary$264.7M
Non-discretionary$0
Total (RAUM)$264.7M