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CLIENTFIRST WEALTH MANAGEMENT, LLC

LITTLE ROCK, AR · CRD 120286 · IAPD ↗ · (501) 603-0406

$302.8MRegulatory AUM
2Advisory reps
4Employees
1Clients
51-100Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — CLIENTFIRST WEALTH MANAGEMENT, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
April 2026 — CLIENTFIRST WEALTH MANAGEMENT, LLC reports 51-100 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
58
April 2024 — CLIENTFIRST WEALTH MANAGEMENT, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.