# Client First Investment Management

Client First Investment Management is a Bank / Wealth / Trust based in West Bend, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** West Bend, United States
- **Region:** North America
- **Address:** West Bend, United States
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** clientfirsttaxandwealth.com
- **LinkedIn:** linkedin.com/company/client-first-investment-management

## Regulatory record

- **CRD number:** 282600
- **SEC file number:** 801-123113
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/282600

## About

Client First Investment Management was established in 2015. It operates as a US-based wealth manager and registered investment advisor. The firm serves individuals, corporations, and trusts. Services center on financial planning, tax planning, and portfolio management. No public disclosures detail asset-class allocations, specific holdings, or co-investment activity. Geographic focus remains limited to the United States. Team size, additional offices, and adjacent vehicles are not disclosed. No operational events from the last 24 months appear in available records. The firm follows a conventional RIA model without documented hybrid structures, club memberships, or succession arrangements.

## Sectors

- Wealth Management
- Tax Planning
- Financial Planning
- Insurance
- Estate Planning

## Questions

### Who runs investment decisions at Client First Investment Management?

No named principals or CIO appear in public records.

### Does Client First Investment Management participate in fund commitments or only direct deals?

No information on fund commitments or direct deals is available.

### What investment stages does Client First Investment Management typically target?

No stage preferences are disclosed.

### How is Client First Investment Management related to any parent or spinout?

No parent, spinout, or affiliated vehicle is identified.

## Related profiles

- [ClicBrics Investment Ventures](https://altss.com/profile/clicbrics-investment-ventures)
- [ClientFirst Wealth Management](https://altss.com/profile/clientfirst-wealth-management)

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Last updated: 2026-07-10T21:49:31.000Z

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