Conservative Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 138925
- Registered since
- April 24, 2006
- Website
- phildemuth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI92.85%
- Charitable Organizations5.5%
- Individuals1.65%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Conservative Wealth Management LLC is an independent, individual-owned registered investment adviser that focuses on fee-based portfolio management for high-net-worth individuals, families and small businesses. The firm is SEC-registered (initial registration in 2006) and charges clients a percentage of assets under management. Its stated advisory activities include portfolio management for individuals/small businesses and for businesses or institutions. The firm does not identify as an active ESG investor and is not structured as a capital allocator; it primarily implements third-party investment products rather than sponsoring its own alternative funds.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
1 of 1
Philip Demuth
Managing DirectorCRD 4616342
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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