# CONSERVATIVE WEALTH MANAGEMENT LLC

CONSERVATIVE WEALTH MANAGEMENT LLC is an SEC-registered investment adviser.

## Registration

- CRD: 138925
- Type: SEC-registered investment adviser
- SEC file number: 801-66651
- Phone: 323-876-3300
- Latest filing: 2026-02-04
- Regulatory AUM: $357.5M
- Discretionary AUM: $144.8M
- Non-discretionary AUM: $212.7M
- Clients: 1
- Accounts: 194

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Philip Lamy Demuth | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| DEMUTH PHILIP LAMY | MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/138925/brochure
- Similar advisers: https://search.stillhousedata.com/firm/138925/similar
- Related entities: https://search.stillhousedata.com/firm/138925/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/138925

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.