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Home > Retirement Planners > texas > austin > CFM WEALTH PARTNERS LLC
CFM WEALTH PARTNERS LLC
3500 Jefferson Street
Suite 315
Austin, Texas 78731
Tel: (512) 366-3925
About CFM WEALTH PARTNERS LLC
CFM WEALTH PARTNERS LLC, formally registered with the SEC as CFM WEALTH PARTNERS LLC. The firm was established in 09/24/2019. They have over 1 offices throughout the country.
CFM WEALTH PARTNERS LLC is a Austin, Texas based Financial Planning firm with nearly $760,860,746 assets under management, offering retirement planning & investment advisory services to 656 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 305135 |
| SEC# | 801-117390 |
| Assets Managed by Firm | $760,860,746 |
| No. of Clients | 656 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 656 | $760,860,746 |
| Individuals (other than high net worth individuals) | 131 | $48,337,441 |
| High net worth individuals | 115 | $615,567,495 |
| Pension and profit sharing plans | Fewer than 5 clients | $7,031,847 |
| Charitable organizations | 10 | $50,908,490 |
| Corporations or other businesses | 5 | $39,015,473 |
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