$357.5M Total AUM
$144.8M Disc. AUM
10.5% 3Y CAGR
1 Employees
68 ADV. Clients
20 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Atlas beaconEagle
- Established Date
- 04-24-2006
- Office Locations
- 1
Office Locations
-- LOS Angeles CA
About Conservative Wealth Management LLC
Conservative Wealth Management LLC is a LOS Angeles-based RIA. The firm has been operating for 20 years. Managing $357.5M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS. Services offered include 529 Plans, Asset Management, Charitable Giving.
Team overview
-- AVG AGE
$357.5M AVG AUM / ADVISOR
$5.3M AVG AUM / CLIENT
20.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Delta atlas Capital atlas North vital Catalyst Insight north Oak eagle Delta legacy
Client Personas
Optima Capital beacon Ridge Oak Matrix
Custodian
Vector vector Harbor Frontier Delta
Fund Managers
Vector Signal
Investment Themes
Zenith beacon Insight
Investment Vehicles
Fusion zenith
Platform
Summit
Services
Crest Vertex Atlas Foundation meridian Legacy Summit Prime eagle Zenith Matrix harbor Insight frontier
Technology
Catalyst catalyst Pioneer delta
Owner & Executives
P
PHILIP LAMY DEMUTH
Chief Compliance Officer, Managing Director, Managing Member
- CRD
- #4616342
- Ownership
- 75% or more
(215) 607-9071
ember.capital@primecapital.com
in linkedin.com/in/vital-prime
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $144,840,564 | $1,724,292 |
| Non-Discretionary | $212,680,478 | $1,933,459 |
| Total | $357,521,042 | $1,842,892 |
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Separately Managed Accounts
Total SMA Asset: $357,521,042
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,565,374,115 | 100.0% |
| Total | $3,565,374,115 | 100.0% |