LP Profile

CFO4Life Group

Also known as cfo4life

Wealth ManagerCoppell, United StatesFounded 2006
$2.0B
Assets Under Management
Coppell
Headquarters
Investment Focus

About CFO4Life Group

CFO4Life is a registered investment adviser in the U.S. that offers comprehensive wealth management and personalized financial planning to business owners and executives. It concentrates on asset protection and successful retirement strategies. The firm sells no proprietary products, so that clients come first, and it works toward long-term financial independence.

Preferred Investment Types

GrowthReal Estate - General

Preferred Sectors & Themes

DiversifiedReal EstateResidential Property Acquisition & Development

Preferred Geographies

AsiaEmerging MarketsEuropeGlobalNorth America
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to CFO4Life Group from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$1.9B
Total Clients
3,279
Filing Date
April 23, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Signal Feed

Recent Filings

Public filings matched to CFO4Life Group 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.

Similar real estate investors

FAQ

Frequently asked questions

What type of investor is CFO4Life Group?

CFO4Life Group is a wealth manager based in Coppell, United States, managing approximately $2.0B in assets.

Where is CFO4Life Group headquartered?

CFO4Life Group is headquartered in Coppell, United States.

How much does CFO4Life Group manage?

CFO4Life Group manages approximately $2.0B in assets under management.

When was CFO4Life Group founded?

CFO4Life Group was founded in 2006.

What does CFO4Life Group invest in?

CFO4Life Group focuses on Growth, Real Estate - General, Diversified, Real Estate, Residential Property Acquisition & Development.

How can I contact CFO4Life Group?

Verified contact details, key decision-makers, and investment preferences for CFO4Life Group are available on LPbacked. Create a free account to access them.