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CONSERVATIVE WEALTH MANAGEMENT LLC
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$308.4M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 125.2M |
| Non-Discretionary | 183.3M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 138925 |
| SEC Number | 801-66651 |
| Phone | 323-876-3300 |
| Fax | 323-843-9929 |
| Total Employees | 1 |
Client Count by Type (68 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 56 |
| Individuals (other than H… | 12 |
County data not available for this organization.