Conservative Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$337,864,395
Clients
68
82% high-net-worth
Advisors
1
of 1 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
68
HighAverage account size
$4,968,594
About
Conservative Wealth Management provides tailored asset management and ongoing account supervision to individuals, high‑net‑worth clients, trusts, estates, charitable organizations and business entities. The firm constructs portfolios of individual stocks and bonds, ETFs, mutual funds, liquid alternatives and real assets, and manages approximately $357.5 million for its client base.
Investment decisions are informed by quantitative analysis, including Monte Carlo simulations, and portfolios are tilted toward academic factor exposures such as value, momentum, quality/profitability, small‑cap and low‑volatility; allocations are supplemented with liquid alternatives, commodity funds and REITs. Accounts are reviewed at least quarterly, with tactical adjustments to the stock‑bond mix as warranted, clients may impose investment restrictions, and the firm provides quarterly performance letters and reporting.
The firm is atypical among peers in this category because it operates with a high level of assets per advisor and reports a larger portion of its regulatory AUM as non‑discretionary (about $212.7 million non‑discretionary versus $144.8 million discretionary). It also typically expects substantial investable assets for new relationships and recommends that clients establish accounts on a single institutional custodian platform.
Client services
Portfolio management
Expertise
Factor investing / smart beta
Passive / index investing
Private / alternative investments
Real estate investing
Fee options
Maximum annual fee will not exceed 0.88%, billed quarterly in arrears on a pro-rata basis; fees are negotiable and depend on scope and complexity of the portfolio.
Account minimum: No minimum account balance required; however, most new client relationships should involve at least $10 million in investable assets. Fee-only: Fee charged as a percentage of assets under management; no commissions or performance fees.
Main office location
Conservative Wealth Management LLC
Los Angeles CA, United States
Number of offices
1
Most active in
Conservative Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Arizona · California · Florida · Louisiana · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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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Lawyer
They provide legal services, typically billed separately.
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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.
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