Philip Lamy Demuth
Investment adviser representative at Conservative Wealth Management LLC
31 yearsExperience
3 statesRegistered in
$357.5MFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
31 years in the industry.
- Conservative Wealth Management LLCJan 2003 to now
- Philip DemuthJan 1995 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 3 states (CA, FL, TX).
Conservative Wealth Management LLC
$357.5MAssets managed
68Clients
1Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4616342
- Firm CRD
- 138925