ClientFirst Wealth Management

Finance · Arkansas, United States · 1-10 Employees

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Overview

Headquarters

1501 N University Ave Ste 615, Little Ro...

Phone Number

(501) 603-0406

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
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May
ZI Rank
1
1
1
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1

About ClientFirst Wealth Management

ClientFirst Wealth Management is an independent, fee-only registered investment advisor based in Little Rock, AR, and Fort Worth, TX, serving clients in Nevada and Florida. They specialize in retirement planning, investment management, and tax-efficient financial strategies, managing over $300 million for their clients. Their target clients include professionals with significant household incomes, individuals nearing retirement, and those already retired, all seeking customized financial solutions. The firm prides itself on its fiduciary duty, ensuring that clients' best interests are prioritized without any sales commissions.Explore more
ClientFirst Wealth Management's Social MediaPopular SearchesClientFirst Wealth Management LLCClient First Wealth ManagementClient First Wealth Management IncClient First Wealth Management LtdClientFirst Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

ClientFirst Wealth Management Org Chart

RJ
United States flag for contact location.

Founder & Chief Executive Officer

PhoneEmail
KJ
United States flag for contact location.

Chief Operating Officer

PhoneEmail

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

ClientFirst Wealth Manage...

<$5M
1-10
Private
-
2002
RJ
Riley JarrellFounder & CEO
$11.3M
11-50
Private
-
2009
SK
Samuel KieferSenior VP, Planning & Investmentmanagement
<$5M
11-50
Private
-
2009
<$5M
1-10
Private
-
2008
AJ
Abigail JordanClient Services Representative
<$5M
1-10
Private
-
-
MJ
Matthew JohnsonOwner and President
<$5M
1-10
Private
-
2016
JB
James BuehlerDirector, Marketing
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

ClientFirst Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

ClientFirst Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about ClientFirst Wealth Management.

ClientFirst Wealth Management Tech Stack

A closer look at the technologies used by ClientFirst Wealth Management

ClientFirst Wealth Management News & Media

  • End-of-Year Tax Tips from ClientFirst

    LITTLE ROCK, Ark.--(BUSINESS WIRE)-- #ClientFirst--ClientFirst Wealth, Legacy & Estate Planning (ClientFirst), an independently owned and operated fiduciary financial advisory firm based in Little Rock, Arkansas, has as a public service put together six financial and tax planning strategies to consider before December 31st. As the year draws to a close, taxpayers have a window of opportunity to take strategic steps to significantly reduce their 2024 tax liability. “Yearend is fast approaching,”
Read more news

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Frequently Asked Questions Regarding ClientFirst Wealth Management

What is ClientFirst Wealth Management's official website?
ClientFirst Wealth Management's official website is www.clientfirstwm.com
What is ClientFirst Wealth Management's Revenue?
ClientFirst Wealth Management's revenue is <$5 Million
What is ClientFirst Wealth Management's SIC code?
ClientFirst Wealth Management's SIC: 62,628
What is ClientFirst Wealth Management's NAICS code?
ClientFirst Wealth Management's NAICS: 52,523
How many employees does ClientFirst Wealth Management have?
ClientFirst Wealth Management has 1-10 employees
What industry does ClientFirst Wealth Management belong to?
ClientFirst Wealth Management is in the industry of: Finance, Securities Trading
What is ClientFirst Wealth Management competition?
ClientFirst Wealth Management top competitors include: Johnson Wealth, Eastwind Capital Wealth Management, Nevada Investment Management, Liberty Wealth Advisors
What technology does ClientFirst Wealth Management use?
Some of the popular technologies that ClientFirst Wealth Management uses are: Cloudflare CDN, Google Font API, Node.js, Vimeo
How do I contact ClientFirst Wealth Management?
ClientFirst Wealth Management contact info: Phone number: (501) 603-0406 Website: www.clientfirstwm.com
What does ClientFirst Wealth Management do?

ClientFirst Wealth Management is an independent, fee-only registered investment advisor based in Little Rock, AR, and Fort Worth, TX, serving clients in Nevada and Florida. They specialize in retirement planning, investment management, and tax-efficient financial strategies, managing over $300 million for their clients. Their target clients include... professionals with significant household incomes, individuals nearing retirement, and those already retired, all seeking customized financial solutions. The firm prides itself on its fiduciary duty, ensuring that clients' best interests are prioritized without any sales commissions.Read More

What are ClientFirst Wealth Management social media links?
ClientFirst Wealth Management Linkedin page ClientFirst Wealth Management Twitter page ClientFirst Wealth Management Facebook page
Is ClientFirst Wealth Management a public company?
ClientFirst Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about ClientFirst Wealth Management

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