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, SEC-registered RIA organized as an LLC and operating since 2019. Ownership is individual, and the firm serves both high-net-worth individuals and families as well as institutional clients. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not set up as a capital allocator.
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
1 of 1
Lisa Maas
Partner and Chief Compliance OfficerCRD 1580776
Contacts
2 of 2
Edward Moody
Co-Founder & Managing PartnerCRD 4783505
Jack Kazickas
Investment AssociateCRD 8311653
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 70Active vs passive
$185M in ETFs
100%
$185M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $15.1M | 20,557 | 8.17% |
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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