CFM WEALTH PARTNERS LLC

Latest filing: Jan 31, 2025 (103 days ago)
View on IAPD
Adviser Website

AUM

$760,860,746
30% change vs. 1 year ago
32% change vs. 3 years ago
77% change vs. 5 years ago
0% change vs. 10 years ago

Employee Count

3
-40% change vs. 1 year ago
-25% change vs. 3 years ago
-40% change vs. 5 years ago
0% change vs. 10 years ago

Main Office

AUSTIN, TX
3500 JEFFERSON STREET, AUSTIN, TX, UNITED STATES, 78731

Client AUM

Discretion AUM
Discretionary $0.8
Non-Discretionary $0.0
Total $0.8
Client AUM
Retail $0.7
Pooled $0.0
Institutional $0.1
Total $0.8
Retail Accounts AUM
Individual 131 $0.0
Average Individual AUM $368,988
HNW 115 $0.6
Average HNW AUM $5,352,761
Retail Total 246 $0.7
Average Retail AUM $2,698,801

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
RAYMOND JAMES & ASSOCIATES, INC. ST. PETERSBURG-FL-USA $0.6

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.8
Retail SMA AUM $0.7
Institutional SMA AUM $0.1
Asset Class % AUM
Equity Exch 72% $0.5
Equity Non-Exch 0% $0.0
Govt Agency 3% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 21% $0.2
Other Pools 0% $0.0
Cash 4% $0.0
Other 0% $0.0
Total 100% $0.8

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Control Persons

3 active

Name Title
MOODY, EDWARD, ALLEN CO-FOUNDER, MANAGING PARTNER, MANAGING MEMBER
FREE, JOLYNN, HUDSON CO-FOUNDER, PARTNER, MEMBER
MAAS, LISA, SUSAN CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER

ADVDB.CO • SOURCE: SEC

Representatives

3 active representatives found

Name City State Exams Designations
LAURA SENTER AUSTIN TX S65|2023-11-22
JOLYNN FREE AUSTIN TX S63|1983-03-01|S65|1993-06-16
EDWARD MOODY AUSTIN TX S66|2004-07-06

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2025-04-21 $0.8 $0.0 0% 3 0 0%
2024-04-02 $0.6 $0.2 30% 5 -2 -40%
2023-04-04 $0.5 $0.3 61% 4 -1 -25%
2022-04-01 $0.6 $0.2 32% 4 -1 -25%
2021-04-05 $0.5 $0.3 57% 4 -1 -25%
2020-04-01 $0.4 $0.3 77% 5 -2 -40%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
TX, FL-01/10/2024, LA-12/11/2023, NM-07/12/2021, TX-09/24/2019
ADVISER ACTIVITIES
FINANCIAL PLANNING
PORTFOLIO MANAGEMENT
PENSION CONSULTING
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV