CONSERVATIVE WEALTH MANAGEMENT LLC
SEC Form ADV profile.
Total regulatory AUM
$357,521,042
Discretionary
$144,840,564
Non-discretionary
$212,680,478
Firm details
- CRD number
- 138925
- SEC file number
- 801-66651
- Employees
- 1
- SEC status
- Approved
- Website
- HTTPS://WWW.PHILDEMUTH.COM
- Fee structure
-
Percentage of AUM
As of October 2026.