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ClientFirst Wealth Management, LLC is a registered investment adviser located in Little Rock, AR. The information provided on this website is for informational purposes only and is not intended to provide any investment advice or service. The contents offer general information only about ClientFirst Wealth Management, LLC and its services and should not be acted upon without obtaining specific advice from a licensed professional regarding the readers own situation or concerns. ClientFirst Wealth Management, LLC and its representatives are in compliance with the current registration and/or notice filing requirements imposed upon SEC/State registered investment advisers by those states in which ClientFirst Wealth Management, LLC maintains clients.
For information pertaining to the registration status of ClientFirst Wealth Management, LLC, please contact the SEC and/or the state securities law administrators for those states in which ClientFirst Wealth Management, LLC maintains a notice filing. A copy of ClientFirst Wealth Management, LLC's current written disclosure statement (Form ADV Part 2) discussing ClientFirst Wealth Management, LLC's business operations, services, and fees is available from ClientFirst Wealth Management, LLC upon written request.
ClientFirst Wealth Management, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to ClientFirst Wealth Management, LLC’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. ClientFirst Wealth Management, LLC enters into a new client relationship only after it provides and obtains certain information. Every prospective ClientFirst Wealth Management, LLC client is provided with a copy of ClientFirst Wealth Management, LLC’s Privacy Notice,
Form ADV Part 2A and B.
We work closely with a Regulatory Compliance Firm, Compliance Advisor Professionals. Compliance Advisor Professionals is a compliance consulting firm, headed by Ellen M. Bruno, CPA/PFS, CGMA, which is dedicated to helping us navigate through the complexities of SEC and state rules and regulations.
