CONSERVATIVE WEALTH MANAGEMENT LLC
  • CONSERVATIVE WEALTH MANAGEMENT LLC

Adviser Profile

As of Date 02/04/2026
Registration SEC, Approved, 04/24/2006
Contact Info 323 xxxxxxx
Websites
AUM* 357,521,042 16%
of that, discretionary 144,840,564 16%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 1,842,892 15%
% High Net Worth 77.78%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

297M 254M 212M 169M 127M 85M 42M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser KPC TERRAPIN GROUP LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM48.7m #Funds-
Adviser WELLSPRING FAMILY OFFICE Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM5.1b #Funds-
Adviser PRINCETON INVESTMENT MANAGEMENT COMPANY Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM111.8m #Funds-
Adviser STOEVER GLASS WEALTH MANAGEMENT, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM247.9m #Funds-
Adviser T.O.S. ADVISORS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM272.3m #Funds-
Adviser ALPHA ANALYTICS INVESTMENT GROUP LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM253.4m #Funds-
Adviser VIEW CAPITAL RIA, LP Hedge Fund31.7m Liquidity Fund- Private Equity Fund22.8m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund2.0m Total Private Fund GAV56.6m AUM1.8b #Funds4
Adviser SILVER ADVISORS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM71.9m #Funds-
Adviser BLACK HORSE WEALTH MANAGEMENT Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM165.6m #Funds-
Adviser OMEGA WEALTH MANAGEMENT LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM309.7m #Funds-