Clientfirst Wealth Management, LLC
Clientfirst Wealth Management, LLC is an SEC-registered wealth manager in Little Rock, AR with $302.8M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Clientfirst Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 120286, SEC 801-67589, data through 2026-05-27.
- AUM (assets under management / regulatory AUM)
- $302.8M (2026-05-27)
- Firm type
- Wealth Manager
- Location
- Little Rock, AR
- Employees
- 4
- Clients
- 54
- CRD
- 120286
- Ownership
- MAHAFFY, EDWARD, PRICE
How much AUM does Clientfirst Wealth Management, LLC have?
Clientfirst Wealth Management, LLC reported $302.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-27).
Who owns Clientfirst Wealth Management, LLC?
Disclosed owners and executives of Clientfirst Wealth Management, LLC include MAHAFFY, EDWARD, PRICE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.