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WATERCOLOR FINANCIAL

CBM FINANCIAL, LLC

CRD 327254 · SEC 801-128561

Visit website

9600 GREAT HILLS TRAIL, SUITE 150W, AUSTIN, TX, 78759, United States

Phone

512-250-1544

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$234.8M

Discretionary AUM

$234.8M

Team

3 total employees; 3 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals70$48.6M
High net worth individuals82$186.2M

States served

NE, TX

All web addresses on file

Official SEC filing: View on IAPD