Cfm Wealth Partners LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Austin, TX. Its latest Form ADV filing, dated March 24, 2026, reports $886M in regulatory assets under management, 3 employees, and 661 accounts.
Assets Under Management
$886M
Employees
3
Offices
--
Total Clients
280
Primary office
AUSTIN, TX
3500 JEFFERSON STREET, SUITE 315, AUSTIN, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 48.6% of total clients.
Top client categories% of clientsClients
1
Individuals
48.6%
136
2
HNWI
46.8%
131
3
Charitable
2.9%
8
4
Corporations
1.8%
5
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$886Mas of March 24, 2026
Discretionary100.0%
$886M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$886M
Total Accounts661
10Y AUM Change+$886M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee93:1
10Y Employee Change-1 (-25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.