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Cfs Wealth Management, LLC

● SEC registered since 2024CRD 135579SEC# 801-130591Macon, GA
Export (members)
Reg. AUM
$158.7M
Employees
3
Accounts
457
Location
Macon, GA

Cfs Wealth Management, LLC assets under management

Cfs Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Macon, GA. The firm has been registered since 2024. It reports $158.7 million in regulatory assets under management and employs 3 people.
www.cfswealth.comView on SEC.gov ↗

Cfs Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Wade Timothy Chapman ControlSole Member, Managing Member, Named President, Chief Compliance Officer & (3.2008) 100% OwnerOver 75%2005

Frequently asked questions

How much does Cfs Wealth Management, LLC manage?

Cfs Wealth Management, LLC reports $158.7 million in regulatory assets under management on its Form ADV.

How many employees does Cfs Wealth Management, LLC have?

Cfs Wealth Management, LLC reports 3 employees.

Where is Cfs Wealth Management, LLC located?

Cfs Wealth Management, LLC is based in Macon, GA and has been SEC-registered since 2024.

Does Cfs Wealth Management, LLC disclose fund performance?

Cfs Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1515 Bass Road, Suite D, Macon, GA 31210
Phone478 471-1875
Fax478-405-6675
Office hours9 a.m. To 5 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$150.5M
Non-discretionary$8.2M
Total (RAUM)$158.7M