CFM Wealth Partners is an investment advisor in Austin with $576.32 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
843187327
SEC advisor number
801-117390
FINRA CRD number
305135
AUM ?
$585.52 mm
(as of 22 Jan 24)
Accounts
613
(as of 22 Jan 24)
Employees
5
(3 investment advisory or research)
Address
CFM Wealth Partners
3500 JEFFERSON STREET
SUITE 315
AUSTIN
TX 78731
3500 JEFFERSON STREET
SUITE 315
AUSTIN
TX 78731
Phone
5123663925
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Apr 24
13F-HR
Quarterly holdings report by institutional manager
11 Jan 24
13F-HR
Quarterly holdings report by institutional manager
11 Oct 23
13F-HR
Quarterly holdings report by institutional manager
14 Jul 23
13F-HR
Quarterly holdings report by institutional manager
12 Apr 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
19 Jan 23
13F-HR
Quarterly holdings report by institutional manager
19 Jan 23
13F-HR
Quarterly holdings report by institutional manager
14 Oct 22
13F-HR
Quarterly holdings report by institutional manager
12 Jul 22
13F-HR
Quarterly holdings report by institutional manager
14 Apr 22