Overview
Assets Under Management: $308 million
High-Net-Worth Clients: 56
Average Client Assets: $5 million
Frequently Asked Questions
CONSERVATIVE WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #138925), CONSERVATIVE WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
CONSERVATIVE WEALTH MANAGEMENT LLC serves 56 high-net-worth clients according to their SEC filing dated February 14, 2025. View client details ↓
According to their SEC Form ADV, CONSERVATIVE WEALTH MANAGEMENT LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
CONSERVATIVE WEALTH MANAGEMENT LLC manages $308 million in client assets according to their SEC filing dated February 14, 2025.
According to their SEC Form ADV, CONSERVATIVE WEALTH MANAGEMENT LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 56
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.02
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 192
Discretionary Accounts: 81
Non-Discretionary Accounts: 111
Regulatory Filings
CRD Number: 138925
Last Filing Date: 2025-02-14 00:00:00
Website: https://phildemuth.com