LP Profile

CFM Wealth Partners

Also known as cfm wealth

Wealth ManagerAustin, United StatesFounded 2019
Austin
Headquarters
Investment Focus

About CFM Wealth Partners

CFM Wealth Partners is a wealth manager based in Austin, US. Founded in 2019.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to CFM Wealth Partners from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$885.8M
Total Clients
661
Filing Date
March 24, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Signal Feed

Recent Filings

Public filings matched to CFM Wealth Partners across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

Explore

Explore similar limited partners

Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.

FAQ

Frequently asked questions

What type of investor is CFM Wealth Partners?

CFM Wealth Partners is a wealth manager based in Austin, United States.

Where is CFM Wealth Partners headquartered?

CFM Wealth Partners is headquartered in Austin, United States.

When was CFM Wealth Partners founded?

CFM Wealth Partners was founded in 2019.

How can I contact CFM Wealth Partners?

Verified contact details, key decision-makers, and investment preferences for CFM Wealth Partners are available on LPbacked. Create a free account to access them.