Investment adviser · CRD 136382

CONGER WEALTH MANAGEMENT

Investment adviser filing (IA)

LITTLE ROCK, AR, United States · Form ADV filed May 15, 2012

Regulatory AUM
$47.9M
Form ADV · Item 5.F
Client accounts
46
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: May 15, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

2300 ANDOVER COURT, SUITE 560
LITTLE ROCK, AR, 72227, United States

CRD 136382

Filing source

Form ADV 646889 · May 15, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.