# Clientfirst Wealth Management, LLC

> Clientfirst Wealth Management, LLC is an SEC-registered investment advisory firm in Little Rock, AR, registered since 2007, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 27, 2026.

- CRD: 120286
- Filed as: CLIENTFIRST WEALTH MANAGEMENT, LLC
- Also doing business as: CLIENTFIRST WEALTH, LEGACY & ESTATE PLANNING
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Little Rock, AR
- Filing period: October 2026
- Form ADV filing dated: May 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/120286
- AdvisorCensus page: https://advisorcensus.com/firm/clientfirst-wealth-management-llc-little-rock-ar-120286

## Quick answers

**How is Clientfirst Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Clientfirst Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Clientfirst Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated May 27, 2026 states: Subscription: $4,800 a year (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Clientfirst Wealth Management, LLC located?**
Clientfirst Wealth Management, LLC's principal office is in Little Rock, AR, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Clientfirst Wealth Management, LLC registered with the SEC or a state?**
Clientfirst Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 120286.

**How much does Clientfirst Wealth Management, LLC manage?**
Clientfirst Wealth Management, LLC reports $302,840,183 in regulatory assets under management in its Form ADV filing dated May 27, 2026 (100% discretionary).

**How have Clientfirst Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Clientfirst Wealth Management, LLC: Regulatory assets under management: $197,250,506 in the October 2021 data and $302,840,183 in the October 2026 data, up 54%. Total employees: 1 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Clientfirst Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (45); individuals (other than high net worth individuals) (9).

**Which custodians does Clientfirst Wealth Management, LLC use?**
Clientfirst Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Clientfirst Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/120286

**What changed in Clientfirst Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Added the business name Clientfirst Wealth, Legacy & Estate Planning. Employees performing advisory functions went from 1 to 2. Regulatory assets under management went from $264,742,747 to $302,840,183 (+14%). Added an office in Fort Worth, TX.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated May 27, 2026)

- Subscription: $4,800 a year (financial planning services)

> The fee for financial planning services typically starts at $4,800 per year, billed in monthly installments, and charged monthly in arrears

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $302,840,183
- Discretionary: $302,840,183
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $3,851,854 |
| High net worth individuals | 45 | $298,988,329 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2007 (19 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Fort Worth, TX

### Websites listed on Form ADV (Item 1.I)
- clientfirstwm.com
- vimeo.com/clientfirst
- Facebook @ClientFirst-Wealth-Legacy-Estate-Planning
- LinkedIn @clientfirst-wealth-legacy-estate
- YouTube @ClientFirstWealthMgt

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $197,250,506 | 1 | June 29, 2021 |
| October 2022 | $229,937,442 | 1 | March 28, 2022 |
| October 2023 | $219,948,548 | 1 | March 10, 2023 |
| October 2024 | $221,586,588 | 2 | April 8, 2024 |
| October 2025 | $264,742,747 | 2 | April 3, 2025 |
| October 2026 | $302,840,183 | 4 | May 27, 2026 |

Regulatory assets under management: $197,250,506 in the October 2021 data and $302,840,183 in the October 2026 data, up 54%.
Total employees: 1 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Added the business name Clientfirst Wealth, Legacy & Estate Planning.
- Employees performing advisory functions went from 1 to 2.
- Regulatory assets under management went from $264,742,747 to $302,840,183 (+14%).
- Added an office in Fort Worth, TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Clientfirst Wealth Management, LLC (CRD 120286): Form ADV filing data as of October 2026.