# ClientFirst Wealth Management

ClientFirst Wealth Management is a RIA based in Little Rock, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Little Rock, United States
- **Region:** North America
- **Address:** Little Rock, United States
- **Founded:** 2007
- **Assets under management:** Undisclosed
- **Website:** clientfirstwm.com
- **LinkedIn:** https://www.linkedin.com/company/clientfirst-wealth-management-llc

## Regulatory record

- **CRD number:** 120286
- **SEC file number:** 801-67589
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-12T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/120286

## About

ClientFirst Wealth Management was founded in 2007 as a US-based registered investment advisor. The firm supplies investment advisory services focused on financial planning, retirement planning, and portfolio management. These offerings target individuals and high-net-worth individuals. No additional offices, team size, or dated operational events from the last 24 months appear in available records. The firm functions as a standard wealth manager without disclosed hybrid structures, co-investor clubs, or succession details.

## Questions

### Who runs investment decisions at ClientFirst Wealth Management?

No named principals or investment committee members are disclosed in public records.

### Does ClientFirst Wealth Management participate in fund commitments or only direct deals?

Available information describes only advisory services to individuals; no fund commitments or direct deals are documented.

### What investment stages does ClientFirst Wealth Management typically target?

The firm focuses on portfolio management and planning services; no stage-specific targets such as venture or private equity are stated.

## Related profiles

- [Client First Investment Management](https://altss.com/profile/client-first-investment-management)
- [Clifford Swan Investment Counselors](https://altss.com/profile/clifford-swan-investment-counselors)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/clientfirst-wealth-management

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