CFM Wealth Partners LLC

RIASEC RegisteredEst. 2019

Total AUM

$886M

Discretionary

$886M

100% of AUM

Avg account

$1.3M

Accounts

661

Employees

Advisory reps

Firm details

Headquarters: Austin, Texas
CRD number: 305135
Registered since: September 24, 2019
Website: www.cfmwealth.com
Custodians: RAYMOND JAMES & ASSOCIATES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI86.1%
Individuals5.22%
Corporations / Businesses4.4%
Charitable Organizations3.31%
Pension & Profit Sharing Plans0.96%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

CFM Wealth Partners LLC is an independent registered investment adviser formed as an LLC and registered with the SEC in 2019. The firm is owned by an individual and serves both individual and family clients as well as institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements are mixed: percentage of AUM, hourly charges, and fixed fees are all used depending on client engagement. The firm is not classified as a capital allocator and is marked as not an active ESG investor. CFM operates as a discretionary manager across its client base and integrates third‑party investment vehicles into client portfolios rather than managing external funds directly. Custody relationships and product preferences suggest an equity‑focused approach augmented with external alternative managers and pooled products.