CLIENTFIRST WEALTH MANAGEMENT, LLC

1501 N. University Avenue
Suite 715
Little Rock, Arkansas 72207
Tel: (501) 603 - 0406

About CLIENTFIRST WEALTH MANAGEMENT, LLC

CLIENTFIRST WEALTH MANAGEMENT, LLC, formally registered with the SEC as CLIENTFIRST WEALTH MANAGEMENT, LLC. The firm was established in 03/26/2007. They have over 1 offices throughout the country.

CLIENTFIRST WEALTH MANAGEMENT, LLC is a Little Rock, Arkansas based Financial Planning firm with nearly $221,586,588 assets under management, offering retirement planning & investment advisory services to 52 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	120286
SEC#	801-67589
Assets Managed by Firm	$221,586,588
No. of Clients	52
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	52	$221,586,588
Individuals (other than high net worth individuals)	7	$4,217,605
High net worth individuals	45	$217,368,983

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