CONSERVATIVE WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 138925). Regulatory assets under management: $357.5M.
Compensation: % of AUM.
Clients served: High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Philip Lamy Demuth | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| DEMUTH PHILIP LAMY | MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |