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ClientFirst Wealth Management, LLC Employee Directory

Financial ServicesArkansas, United States2-10 Employees

ClientFirst Wealth Management, LLC is an independent registered investment adviser based in Little Rock, Arkansas, providing customized financial planning and investment management for individuals, trusts, and financial institutions. The firm operates on a fee-only model and holds a fiduciary obligation to act in clients' best interests. Clients work directly with their portfolio manager, a setup intended to reduce costs and ensure that investment choices are tailored to each client, with a focus on cost-efficient strategies using ETFs and individual bonds rather than mutual funds.
The company reports a client-retention rate of 99%, underscoring its emphasis on enduring client relationships. As a small firm based in Little Rock, it operates within the regional financial services market, offering independent advice to its client base.

Find ClientFirst Wealth Management, LLC employees' phone numbers or email addresses

ClientFirst Wealth Management, LLC Global Highlights

Location
Employees

North America
3

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  • United States Of America
    3

ClientFirst Wealth Management, LLC's Leadership

  • Stylized image of a person
    E. M.
    President And Senior Portfolio Manager
    Mobile Phone

Contact profiles from ClientFirst Wealth Management, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    E. M.
    President And Senior Portfolio Manager
    Mobile Phone
    Aug 04, 2026

Frequently Asked Questions

What is ClientFirst Wealth Management, LLC known for?

Minus sign iconPlus sign iconClientFirst Wealth Management, LLC operates in the Financial Services industry. Explore ClientFirst Wealth Management, LLC's company overview page for more information.

What is ClientFirst Wealth Management, LLC's most common email format?

Minus sign iconPlus sign iconClientFirst Wealth Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more ClientFirst Wealth Management, LLC email formats with LeadIQ.

How many employees does ClientFirst Wealth Management, LLC have currently?

Minus sign iconPlus sign iconClientFirst Wealth Management, LLC has approximately 2 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are ClientFirst Wealth Management, LLC's key employees and leadership?

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As of August 2026, ClientFirst Wealth Management, LLC's key employees include:

  • President And Senior Portfolio Manager: E. M.

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