Conservative Wealth Management LLC
Conservative Wealth Management LLC is an SEC-registered wealth manager with $357.5M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Conservative Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 138925, SEC 801-66651, data through 2026-02-04.
- AUM (assets under management / regulatory AUM)
- $357.5M (2026-02-04)
- Firm type
- Wealth Manager
- Employees
- 1
- Clients
- 68
- CRD
- 138925
- Ownership
- DEMUTH, PHILIP, LAMY
How much AUM does Conservative Wealth Management LLC have?
Conservative Wealth Management LLC reported $357.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-04).
Who owns Conservative Wealth Management LLC?
Disclosed owners and executives of Conservative Wealth Management LLC include DEMUTH, PHILIP, LAMY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.