CLIENTFIRST WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- LITTLE ROCK, Arkansas
- CRD number
- 120286
- Registered since
- March 26, 2007
- Website
- clientfirstwm.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI98.73%
- Individuals1.27%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Clientfirst Wealth Management, LLC is an independent registered investment adviser focused on serving individual and family clients. Founded and SEC-registered in 2007, the firm provides financial planning and portfolio management for individuals and small businesses. Its billing mix includes percentage-of-AUM fees alongside hourly and fixed-fee arrangements. The adviser does not position itself as a capital allocator, is not an active ESG investor, and does not act as a pension consultant or multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities49%
- State & Local Bonds20%
- US Government Bonds14%
- Public Funds/Mutual Funds9%
- Cash & Cash Equivalents6%
Contacts
2 of 2EDWARD MAHAFFY
President and Senior Portfolio ManagerCRD 1259126
ROCKLIN SENAVININ
President and Co-FounderCRD 3264004
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 42Active vs passive
$51.3M in ETFs
98%
$50.4M
2%
$975K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $12.1M | 28,264 | 23.48% |
Location
LITTLE ROCK, AR
PULASKI
Location
LITTLE ROCK, AR
Headquartered in LITTLE ROCK, AR, anchoring the Little Rock-North Little Rock, AR metro in the South.
- Metro area
- Little Rock-North Little Rock, AR
- Region
- South
- County
- PULASKI
- Address
- 1501 N University Ave
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
GUTIERREZ WEALTH ADVISORY, LLC
RIALITTLE ROCK, AR
MENDEL CAPITAL MANAGEMENT, LLC
RIALITTLE ROCK, AR
APPLIED CAPITAL LLC
RIALITTLE ROCK, AR
FOREST HILL CAPITAL, LLC
RIALITTLE ROCK, AR
THE CIRCUMFERENCE GROUP LLC
RIALITTLE ROCK, AR
IPSEN ADVISOR GROUP
RIALITTLE ROCK, AR