Conservative Wealth Management LLC
● SEC registered since 2006CRD 138925SEC# 801-66651
Reg. AUM
$357.5M
Employees
1
Accounts
194
Location
—
Conservative Wealth Management LLC assets under management
Conservative Wealth Management LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2006. It reports $357.5 million in regulatory assets under management and employs 1 people.
Conservative Wealth Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Philip Lamy Demuth Control | Managing Member & Chief Compliance Officer | Over 75% | 2006 |
Frequently asked questions
How much does Conservative Wealth Management LLC manage?
Conservative Wealth Management LLC reports $357.5 million in regulatory assets under management on its Form ADV.
How many employees does Conservative Wealth Management LLC have?
Conservative Wealth Management LLC reports 1 employees.
Does Conservative Wealth Management LLC disclose fund performance?
Conservative Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 323-876-3300 |
| Fax | 323-843-9929 |
| Office hours | 9-5 |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$357.5M▲ 16%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$357.5Mregulatory AUM
Discretionary $144.8MNon-discretionary $212.7M