| Name | Title | Ownership | Since |
|---|---|---|---|
| Edward Allen Moody Control | Co-Founder, Managing Partner, Managing Member | Over 75% | 2019 |
| Lisa Susan Maas Control | Partner, Head Of Operations, And Chief Compliance Officer | Under 5% | 2019 |
Cfm Wealth Partners LLC reports $760.9 million in regulatory assets under management on its Form ADV.
Cfm Wealth Partners LLC reports 4 employees.
Cfm Wealth Partners LLC is based in Austin, TX and has been SEC-registered since 2019.
Cfm Wealth Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3500 Jefferson Street, Suite 315, Austin, TX 78731 |
| Phone | (512) 366-3925 |
| Fax | (512) 827-0033 |
| Office hours | 8:00a.m. To 4:30p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1801097 |
| Discloses disciplinary history | No |
| Discretionary | $760.9M |
| Non-discretionary | $0 |
| Total (RAUM) | $760.9M |