← Tributary

CLIENT FIRST INVESTMENT MANAGEMENT LLC

WEST BEND, WI · CRD 282600 · IAPD ↗ · 262-335-1700

$271.9MRegulatory AUM
6Advisory reps
16Employees
8Clients
More than 500Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
March 2026 — CLIENT FIRST INVESTMENT MANAGEMENT LLC reported RAUM up 47% ($184.4M -> $271.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
April 2025 — CLIENT FIRST INVESTMENT MANAGEMENT LLC reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
64
April 2025 — CLIENT FIRST INVESTMENT MANAGEMENT LLC reported RAUM up 46% ($126.2M -> $184.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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