Cfm Wealth Partners LLC

Cfm Wealth Partners LLC (CRD# 305135) is a financial advisory firm headquartered in Austin, TX. They manage $585,520,055 in 613 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
3500 Jefferson Street, Suite 315, Austin, TX 78731
http://cfmwealth.com
By the Numbers
  • Total Assets Under Management
    586
    MILLION
  • Total Number of Accounts
    613
    ACCOUNTS
  • Average Account Value
    $955,171
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, LA, NM, TX

Financial Advisors at Cfm Wealth Partners LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jolynn Free, financial advisor Austin TX
Jolynn H. Free
CRD#: 1098043
3500 Jefferson Street, Suite 315, Austin, TX 78731

Jolynn Free (CRD# 1098043) is an Investment Advisor Representative working at Cfm Wealth Partners LLC in Austin, TX and has over 41 years of experience in the finance industry.

2
Edward Moody, financial advisor Austin TX
Edward A. Moody
CRD#: 4783505
3500 Jefferson Street, Suite 315, Austin, TX 78731

Edward Moody (CRD# 4783505) is an Investment Advisor Representative working at Cfm Wealth Partners LLC in Austin, TX and has over 19 years of experience in the finance industry.

3
Laura Senter, financial advisor Austin TX
Laura F. Senter
CRD#: 7821758
3500 Jefferson Street, Suite 315, Austin, TX 78731

Laura Senter (CRD# 7821758) is an Investment Advisor Representative working at Cfm Wealth Partners LLC in Austin, TX and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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