CFM Wealth Partners LLC
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
FINTRXOverview
CFM Wealth Partners LLC is an independent registered investment adviser that began SEC registration in 2019. The firm is organized as an LLC and is owned by an individual. Its client base includes both individuals and families as well as institutional clients. CFM offers financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee model blends percentage-of-AUM billing with hourly and fixed-fee engagements. The adviser does not position itself as a capital allocator and is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities82%
- Public Funds/Mutual Funds11%
- Cash & Cash Equivalents3%
- Other2%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$95.1M in ETFs
100%
$95.1M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $15.1M | 20,348 | 15.84% |
Location
Austin, TX
Travis
Location
Austin, TX
Headquartered in Austin, TX, in the South of the United States.
- Region
- South
- County
- Travis
- Address
- 3500 Jefferson St
- Time zone
- CT (UTC-6)
- Office locations
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