Clientfirst Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
ClientFirst serves individual and high-net-worth clients and provides ongoing, fee-only discretionary asset management alongside a subscription-style financial planning offering. The firm’s advisory services include tailored planning components such as retirement, estate, tax, and cash management, and clients may limit investments through written restrictions.
Portfolios are constructed around each client’s goals, time horizon, and risk tolerance and typically use asset allocation across mutual funds, ETFs, and fixed income securities. The firm describes using multiple analysis methods — including fundamental, technical (charting), and cyclical analysis — and conducts regular monitoring while disclosing its fiduciary obligations when advising retirement accounts.
The firm’s regulatory filings show an unusually large asset base relative to its small advisory team (over $300 million in assets with a two-advisor structure and a single supervised person named in the brochure supplement), which results in high AUM per advisor compared with peers. The brochure also discloses a co-ownership interest in another registered investment adviser for succession planning, and describes operational practices that differ from many peers, including not aggregating equity trades and not voting client proxies.
Client services
Expertise
Fee options
0.48% annually
Financial planning offered under an annual membership arrangement, billed as $4,800 per year typically charged monthly
Account minimum: $1,000,000 Fee-only: Financial planning services starting at $4,800 per year, billed monthly
Main office
See office1501 N. University Avenue, Suite 715
Little Rock AR 72207
Advisors at this office
1
Offices (3)
Most active in
Arkansas · Texas
Also doing business as
Arkansas Muni Advantage · Clientfirst Asset Management · Clientfirst Wealth Management · Clientfirst Wealth Management, LLC · Clientfirst Wealth, Legacy & Estate Planning · Price Asset Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Rocklin S
CFP®, Series 63, Series 66
Little Rock, AR
Clientfirst Wealth Management, LLC
Rocklin Senavinin is a CFP® professional with 26 years of industry experience, currently serving at ClientFirst Wealth Management, LLC in Little Rock, AR. He has been with Fiduciary Wealth Management, LLC since 2016. Senavinin is a board member of the Mount St. Mary Foundation, assisting with finance-related matters. ClientFirst Wealth Management serves individual and high-net-worth clients, offering fee-only discretionary asset management along with subscription-style financial planning. The firm creates portfolios based on client goals and risk tolerance, employing various analysis methods and maintaining regular monitoring while disclosing fiduciary obligations.
David W
CFP®, Series 65
Huffman, TX
Clientfirst Wealth Management, LLC
David Wanja Jr. is a CFP® and Series 65 credentialed advisor at Clientfirst Wealth Management, LLC with five years of industry experience. His prior roles include positions at Legacy Financial Designs, FreeWill, and Financial Synergies Wealth Advisors. He has been affiliated with Houston Country Club since 2015. Clientfirst Wealth Management serves individual and high-net-worth clients with fee-only discretionary asset management and subscription-style financial planning. The firm emphasizes tailored portfolios based on client goals, various analysis techniques, and ongoing monitoring.
Edward M
CFP®, ChFC®, Series 63, Series 65
Little Rock, AR
Clientfirst Wealth Management, LLC
Edward Mahaffy III is a CFP® and ChFC® with 24 years of industry experience, currently serving as an advisor at Clientfirst Wealth Management, LLC since 2007. He holds a 30% ownership interest in a separate registered investment adviser and is also the owner of a book publishing and distribution company. Clientfirst Wealth Management serves individual and high-net-worth clients, providing fee-only discretionary asset management and subscription-style financial planning. The firm constructs portfolios tailored to client goals and employs multiple analysis methods, including fundamental, technical, and cyclical approaches.
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