Conservative Wealth Management LLC

Overview

Conservative Wealth Management LLC is a privately owned advisory firm that manages portfolios for individuals, families and small businesses. The firm operates on a percentage-of-AUM fee model and provides both discretionary and non-discretionary portfolio management. Public filings indicate a clear preference for exchange-traded equities as the primary vehicle for client exposure, with investment activity centered on liquid, market-traded instruments rather than direct private investments under the firm's own balance sheet. The firm is not an active ESG investor, is not structured as a multi-state adviser, and does not present itself as a capital allocator. Advisory services documented include portfolio management for individuals/small businesses and for business or institutional clients. Custody and trade execution are concentrated through a single custodian, which supports the firm’s focus on traded equities and liquid vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices