David Wanja
Clientfirst Wealth Management · Little Rock, Arkansas
David Wanja is a fee-only financial advisor at Clientfirst Wealth Management in Little Rock, Arkansas, who holds the CFP credential. Clientfirst Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Clientfirst Wealth Management |
|---|---|
| Based in | Little Rock, Arkansas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $302.8M across 105 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AR, TX · CRD 7228276 |
| Exams passed | Series 65 (2019) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.clientfirstwm.com |
How David's firm compares
- Clientfirst Wealth Management's average account is about $2.9 million, from its Form ADV (assets managed divided by 105 accounts).
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Questions about David
Is David Wanja a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Clientfirst Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Clientfirst Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Wanja based?
David Wanja is based in Little Rock, Arkansas.
What credentials does David Wanja hold?
David Wanja holds the CFP credential.
Is David Wanja registered with the SEC?
Yes. David Wanja is registered as an investment adviser representative in AR and TX (CRD 7228276), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Clientfirst Wealth Management manage?
Clientfirst Wealth Management reports $302.8M across 105 accounts in assets under management.
How do I contact David Wanja?
Through David's website, www.clientfirstwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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