Cfm Wealth Partners LLC
● SEC registered since 2019CRD 305135SEC# 801-117390Austin, TX
Reg. AUM
$885.8M
Employees
3
Accounts
661
Location
Austin, TX
Cfm Wealth Partners LLC assets under management
Cfm Wealth Partners LLC is a registered investment adviser overseen by the SEC based in Austin, TX. The firm has been registered since 2019. It reports $885.8 million in regulatory assets under management and employs 3 people.
Cfm Wealth Partners LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Edward Allen Moody Control | Co-Founder, Managing Partner, Managing Member | Over 75% | 2019 |
| Lisa Susan Maas Control | Partner, Head Of Operations, And Chief Compliance Officer | Under 5% | 2019 |
Frequently asked questions
How much does Cfm Wealth Partners LLC manage?
Cfm Wealth Partners LLC reports $885.8 million in regulatory assets under management on its Form ADV.
How many employees does Cfm Wealth Partners LLC have?
Cfm Wealth Partners LLC reports 3 employees.
Where is Cfm Wealth Partners LLC located?
Cfm Wealth Partners LLC is based in Austin, TX and has been SEC-registered since 2019.
Does Cfm Wealth Partners LLC disclose fund performance?
Cfm Wealth Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3500 Jefferson Street, Suite 315, Austin, TX 78731 |
| Phone | (512) 366-3925 |
| Fax | (512) 827-0033 |
| Office hours | M-Th: 8:00a.m. To 4:00p.m.; F: 8:00a.m. To 3:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1801097 |
| Discloses disciplinary history | No |
Regulatory AUM
$885.8M▲ 16%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 35%
Larger than 65% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$885.8Mregulatory AUM
Discretionary $885.8M