Clientfirst Wealth Management, LLC
● SEC registered since 2007CRD 120286SEC# 801-67589Little Rock, AR
Reg. AUM
$302.8M
Employees
4
Accounts
105
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 $302.8 million in regulatory assets under management and employs 4 people.
Clientfirst Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Edward Price Mahaffy Control | President, Senior Portfolio Manager And Chief Compliance Officer | Over 75% | 2001 |
Frequently asked questions
How much does Clientfirst Wealth Management, LLC manage?
Clientfirst Wealth Management, LLC reports $302.8 million in regulatory assets under management on its Form ADV.
How many employees does Clientfirst Wealth Management, LLC have?
Clientfirst Wealth Management, LLC reports 4 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
| Address | 1501 N. University Avenue, Suite 715, Little Rock, AR 72207 |
| Phone | (501) 603-0406 |
| Fax | (501) 603-0405 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1915494 |
| Discloses disciplinary history | No |
Regulatory AUM
$302.8M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$302.8Mregulatory AUM
Discretionary $302.8M