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CFM WEALTH PARTNERS LLC
CRD 305135 · SEC 801-117390
3500 JEFFERSON STREET, SUITE 315, AUSTIN, TX, 78731, United States
Phone
(512) 366-3925
Fax
(512) 827-0033
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$885.8M
Discretionary AUM
$885.8M
Team
3 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 136 | $46.3M |
| High net worth individuals | 131 | $762.8M |
| Charitable organizations | 8 | $29.3M |
| Corporations/business entities | 5 | $39.0M |
States served
CO, LA, NM, TX, FL
All web addresses on file
Official SEC filing: View on IAPD