CLIENTFIRST WEALTH MANAGEMENT, LLC
CRD #120286 SEC #801-67589 LITTLE ROCK, AR (501) 603-0406
SEC Registered
Total AUM
$264.7M
Discretionary
$264.7M
Employees
2
Clients
10
Accounts
53
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $264.7M | $264.7M | $0 | 2 | 0 |
| Mar 2025 | $264.7M | $264.7M | $0 | 2 | 0 |
| Nov 2024 | $221.6M | $221.6M | $0 | 2 | 0 |
| Apr 2024 | $221.6M | $221.6M | $0 | 2 | 0 |
| Mar 2024 | $221.6M | $221.6M | $0 | 2 | 0 |
| Mar 2023 | $219.9M | $219.9M | $0 | 1 | 0 |
| Mar 2022 | $229.9M | $229.9M | $0 | 1 | 0 |
| Jun 2021 | $197.3M | $197.3M | $0 | 1 | 0 |
| Mar 2021 | $161.5M | $161.5M | $0 | 1 | 0 |
| Mar 2021 | $161.5M | $161.5M | $0 | 1 | 0 |
| Aug 2020 | $156.2M | $156.2M | $0 | 1 | 0 |
| Jun 2020 | $156.2M | $156.2M | $0 | 1 | 0 |
| May 2020 | $156.2M | $156.2M | $0 | 1 | 0 |
| Mar 2020 | $156.2M | $156.2M | $0 | 1 | 0 |
| Nov 2019 | $154M | $154M | $0 | 1 | 0 |
| Mar 2019 | $154M | $154M | $0 | 1 | 0 |
| Jun 2018 | $163M | $163M | $0 | 1 | 0 |
| Mar 2018 | $163M | $163M | $0 | 1 | 0 |
| Jan 2018 | $157M | $157M | $0 | 1 | 0 |
| Jun 2017 | $157M | $157M | $0 | 1 | 26 |
| Mar 2017 | $145M | $145M | $0 | 1 | 26 |
| Jan 2017 | $157.3M | $157.3M | $0 | 1 | 26 |
| Feb 2016 | $157.3M | $157.3M | $0 | 1 | 26 |
| Jun 2015 | $243.1M | $184.5M | $58.7M | 1 | 26 |
| Mar 2015 | $233.8M | $233.8M | $0 | 1 | 26 |
| Apr 2014 | $260.8M | $260.8M | $0 | 1 | 26 |
| Mar 2014 | $260.8M | $260.8M | $0 | 1 | 26 |
| Feb 2013 | $233.6M | $233.6M | $0 | 1 | 26 |
| Aug 2012 | $251M | $251M | $0 | 1 | 26 |
| Mar 2012 | $234.6M | $234.6M | $0 | 1 | 26 |
| May 2011 | $252.6M | $252.6M | $0 | 5 | -- |
| Feb 2011 | $236.6M | $236.6M | $0 | 5 | -- |
| Jan 2011 | $191.6M | $191.6M | $0 | 5 | -- |
| Mar 2010 | $175.9M | $175.9M | $0 | 5 | -- |
| May 2007 | $0 | $0 | $0 | 5 | -- |
| Apr 2007 | $0 | $0 | $0 | 5 | -- |
| Mar 2007 | $0 | $0 | $0 | 5 | -- |
| Mar 2007 | $0 | $0 | $0 | 5 | -- |
| Feb 2007 | $0 | $0 | $0 | 5 | -- |
DateApr 2025
Total AUM$264.7M
Discretionary$264.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2025
Total AUM$264.7M
Discretionary$264.7M
Non-Disc.$0
Employees2
Clients0
DateNov 2024
Total AUM$221.6M
Discretionary$221.6M
Non-Disc.$0
Employees2
Clients0
DateApr 2024
Total AUM$221.6M
Discretionary$221.6M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$221.6M
Discretionary$221.6M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$219.9M
Discretionary$219.9M
Non-Disc.$0
Employees1
Clients0
DateMar 2022
Total AUM$229.9M
Discretionary$229.9M
Non-Disc.$0
Employees1
Clients0
DateJun 2021
Total AUM$197.3M
Discretionary$197.3M
Non-Disc.$0
Employees1
Clients0
DateMar 2021
Total AUM$161.5M
Discretionary$161.5M
Non-Disc.$0
Employees1
Clients0
DateMar 2021
Total AUM$161.5M
Discretionary$161.5M
Non-Disc.$0
Employees1
Clients0
DateAug 2020
Total AUM$156.2M
Discretionary$156.2M
Non-Disc.$0
Employees1
Clients0
DateJun 2020
Total AUM$156.2M
Discretionary$156.2M
Non-Disc.$0
Employees1
Clients0
DateMay 2020
Total AUM$156.2M
Discretionary$156.2M
Non-Disc.$0
Employees1
Clients0
DateMar 2020
Total AUM$156.2M
Discretionary$156.2M
Non-Disc.$0
Employees1
Clients0
DateNov 2019
Total AUM$154M
Discretionary$154M
Non-Disc.$0
Employees1
Clients0
DateMar 2019
Total AUM$154M
Discretionary$154M
Non-Disc.$0
Employees1
Clients0
DateJun 2018
Total AUM$163M
Discretionary$163M
Non-Disc.$0
Employees1
Clients0
DateMar 2018
Total AUM$163M
Discretionary$163M
Non-Disc.$0
Employees1
Clients0
DateJan 2018
Total AUM$157M
Discretionary$157M
Non-Disc.$0
Employees1
Clients0
DateJun 2017
Total AUM$157M
Discretionary$157M
Non-Disc.$0
Employees1
Clients26
DateMar 2017
Total AUM$145M
Discretionary$145M
Non-Disc.$0
Employees1
Clients26
DateJan 2017
Total AUM$157.3M
Discretionary$157.3M
Non-Disc.$0
Employees1
Clients26
DateFeb 2016
Total AUM$157.3M
Discretionary$157.3M
Non-Disc.$0
Employees1
Clients26
DateJun 2015
Total AUM$243.1M
Discretionary$184.5M
Non-Disc.$58.7M
Employees1
Clients26
DateMar 2015
Total AUM$233.8M
Discretionary$233.8M
Non-Disc.$0
Employees1
Clients26
DateApr 2014
Total AUM$260.8M
Discretionary$260.8M
Non-Disc.$0
Employees1
Clients26
DateMar 2014
Total AUM$260.8M
Discretionary$260.8M
Non-Disc.$0
Employees1
Clients26
DateFeb 2013
Total AUM$233.6M
Discretionary$233.6M
Non-Disc.$0
Employees1
Clients26
DateAug 2012
Total AUM$251M
Discretionary$251M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$234.6M
Discretionary$234.6M
Non-Disc.$0
Employees1
Clients26
DateMay 2011
Total AUM$252.6M
Discretionary$252.6M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$236.6M
Discretionary$236.6M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$191.6M
Discretionary$191.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$175.9M
Discretionary$175.9M
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--