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CFS WEALTH MANAGEMENT
CFS WEALTH MANAGEMENT, LLC
CRD 135579 · SEC 801-130591
1515 BASS ROAD, SUITE D, MACON, GA, 31210, United States
Phone
478 471-1875
Fax
478-405-6675
Registration
— (—)
Source
State registered
Total AUM
$189.1M
Discretionary AUM
$182.3M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)ADVICE ON CLIENT'S EMPLOYER RETIREMENT BENEFITS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 396 | $43.4M |
| High net worth individuals | 69 | $145.6M |
All web addresses on file
Official SEC filing: View on IAPD