Cfs Wealth Management, LLC
● SEC registered since 2024CRD 135579SEC# 801-130591Macon, GA
Reg. AUM
$189.1M
Employees
3
Accounts
465
Location
Macon, GA
Cfs Wealth Management, LLC assets under management
Cfs Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Macon, GA. The firm has been registered since 2024. It reports $189.1 million in regulatory assets under management and employs 3 people.
Cfs Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Wade Timothy Chapman Control | Sole Member, Managing Member, Named President, Chief Compliance Officer & (3.2008) 100% Owner | Over 75% | 2005 |
Frequently asked questions
How much does Cfs Wealth Management, LLC manage?
Cfs Wealth Management, LLC reports $189.1 million in regulatory assets under management on its Form ADV.
How many employees does Cfs Wealth Management, LLC have?
Cfs Wealth Management, LLC reports 3 employees.
Where is Cfs Wealth Management, LLC located?
Cfs Wealth Management, LLC is based in Macon, GA and has been SEC-registered since 2024.
Does Cfs Wealth Management, LLC disclose fund performance?
Cfs Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1515 Bass Road, Suite D, Macon, GA 31210 |
| Phone | 478 471-1875 |
| Fax | 478-405-6675 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$189.1M▲ 39%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$189.1Mregulatory AUM
Discretionary $182.3MNon-discretionary $6.7M