LITTLE ROCK, ARCRD 120286Latest ADV March 12, 2026
Clientfirst Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Little Rock, AR. Its latest Form ADV filing, dated March 12, 2026, reports $303M in regulatory assets under management, 4 employees, 1 office, and 105 accounts.
Assets Under Management
$303M
Employees
4
Offices
1 office
Total Clients
54
Primary office
LITTLE ROCK, AR
1501 N. UNIVERSITY AVENUE, SUITE 715, LITTLE ROCK, AR, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 83.3% of total clients.
Top client categories% of clientsClients
1
HNWI
83.3%
45
2
Individuals
16.7%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$303Mas of March 12, 2026
Discretionary100.0%
$303M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$303M
Total Accounts105
10Y AUM Change+$158M (+108.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee14:1
10Y Employee Change+3 (+300.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.