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).
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Total Assets Under Management586MILLION
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Total Number of Accounts613ACCOUNTS
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Average Account Value$955,171
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, LA, NM, TX
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.
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.
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.