# Conservative Wealth Management

Conservative Wealth Management is a RIA based in Los Angeles, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Los Angeles, United States
- **Region:** North America
- **Address:** Los Angeles, United States
- **Founded:** 2006
- **Assets under management:** Undisclosed
- **Website:** phildemuth.com
- **LinkedIn:** linkedin.com/company/conservative-wealth-management-llc

## Regulatory record

- **CRD number:** 138925
- **SEC file number:** 801-66651
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-04T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/138925

## About

Conservative Wealth Management was established in 2006 as a US-based wealth manager. The firm delivers advisory services focused on financial planning, asset management, and portfolio construction. No specific asset-class allocations, named holdings, or geographic deployment details appear in available records. Team size, additional offices, and adjacent vehicles remain undisclosed. No operational events from the last 24 months are recorded. The firm operates through a standard RIA structure with no documented co-investor clubs, hybrid vehicles, or succession arrangements beyond basic advisory mandates.

## Questions

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

No named principals or CIO appear in public records.

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

Available information does not specify allocation between funds and direct investments.

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

No stage preferences are disclosed in source material.

## Related profiles

- [Conservation Resource Partners](https://altss.com/profile/conservation-resource-partners)
- [Conservest Capital Advisors](https://altss.com/profile/conservest-capital-advisors)

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

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

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