Conservative Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated February 4, 2026, reports $358M in regulatory assets under management, 1 employee, and 194 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 82.4% of total clients.
Top client categories% of clientsClients
1
HNWI
82.4%
56
2
Individuals
17.6%
12
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$358Mas of February 4, 2026
Discretionary40.5%
$145M
41% of total RAUM40.5%
Non-discretionary59.5%
$213M
59% of total RAUM59.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$358M
Total Accounts194
10Y AUM Change+$151M (+73.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee68:1
10Y Employee Change0 (0.0%)
* 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.