CONSERVATIVE WEALTH MANAGEMENT LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $357.5M |
| Discretionary | $144.8M41% of AUM |
| Non-Discretionary | $212.7M |
| Client Accounts | 194 |
| Avg Account Size | $1.8M |
| Employees | 1 |
| Peak AUM | $357.5MFeb 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $358M | +15.9% | +10.2% | +3.8% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $357.5M |
| Discretionary | $144.8M |
| Employees | 1 |
| Client Accounts | 194 |
Contact & Location
Phone
323-876-3300
Filing History
40 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$145M
40.5% of AUM
Non-Discretionary
$213M
59.5% of AUM
Disc. mix ▼ 0.1pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported