CRD: 120286
Clientfirst Wealth Management, LLC
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- Custodian
- Merrill Lynch ยท Raymond James
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-22-2002
- Office Locations
- 1
Office Locations
About Clientfirst Wealth Management, LLC
ClientFirst Wealth, Legacy & Estate Planning is an independent, fee-only RIA and fiduciary based in Little Rock, AR, serving clients across AR, TX, NV, and FL. The firm delivers comprehensive financial planning and investment management for professionals, business owners, and clients nearing or in retirement, with an emphasis on tax efficiency and cost control. A differentiator is customized municipal bond portfolios designed to be federal- and (for Arkansas residents) state-tax free, and the team is frequently quoted in outlets such as Barron's and The Wall Street Journal.
Team overview
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Asset Classes
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Investment Vehicles
Services
Technology
Owner & Executives
EDWARD PRICE MAHAFFY III
Chief Compliance Officer, President, Senior Portfolio Manager
- CRD
- #1259126
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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ROCKLIN DANAI SENAVININ
Chief Compliance Officer, President
- CRD
- #3264004
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $302,840,183 | $2,884,192 |
| Non-Discretionary | $0 | -- |
| Total | $302,840,183 | $2,884,192 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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