# CFM Wealth Partners LLC

> CFM Wealth Partners LLC is an SEC-registered investment advisory firm in Austin, TX, registered since 2019, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 10, 2026.

- CRD: 305135
- Filed as: CFM WEALTH PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: August 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/305135
- AdvisorCensus page: https://advisorcensus.com/firm/cfm-wealth-partners-llc-austin-tx-305135

## Quick answers

**How is CFM Wealth Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), CFM Wealth Partners LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**What does CFM Wealth Partners LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated August 10, 2026 states: Asset-based fee: 0.75% to 1.25% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is CFM Wealth Partners LLC located?**
CFM Wealth Partners LLC's principal office is in Austin, TX, according to its Form ADV.

**Is CFM Wealth Partners LLC registered with the SEC or a state?**
CFM Wealth Partners LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 305135.

**How much does CFM Wealth Partners LLC manage?**
CFM Wealth Partners LLC reports $885,842,605 in regulatory assets under management in its Form ADV filing dated August 10, 2026 (100% discretionary).

**How have CFM Wealth Partners LLC's assets and staff changed since 2021?**
In the Form ADV data for CFM Wealth Partners LLC: Regulatory assets under management: $483,954,502 in the October 2021 data and $885,842,605 in the October 2026 data, up 83%. Total employees: 4 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does CFM Wealth Partners LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (136); high net worth individuals (131); charitable organizations (8).

**Which custodians does CFM Wealth Partners LLC use?**
CFM Wealth Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does CFM Wealth Partners LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/305135

**Does CFM Wealth Partners LLC state an account minimum?**
Its Form ADV Part 2A brochure dated August 10, 2026 says: "CFM requires a minimum relationship size of $3,000,000 to effectively implement its investment process. This minimum may be waived at the sole discretion of the Advisor."

**What changed in CFM Wealth Partners LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $760,860,746 to $885,842,605 (+16%). Employees performing advisory functions went from 2 to 1.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 10, 2026)

- Asset-based fee: 0.75% to 1.25% a year (a range, as the brochure states it)

> Investment advisory fees range from 0.75% to 1.25% annually based on several factors, including: the complexity of the services to be provided, the inclusion of financial planning services, the level of assets to be managed, and the overall relationship with the Advisor.

- Account minimum: $3,000,000 (the brochure says it may be waived or negotiated)

> CFM requires a minimum relationship size of $3,000,000 to effectively implement its investment process. This minimum may be waived at the sole discretion of the Advisor.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $885,842,605
- Discretionary: $885,842,605
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 136 | $46,260,468 |
| High net worth individuals | 131 | $762,750,496 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $8,509,298 |
| Charitable organizations | 8 | $29,306,870 |
| Corporations or other businesses not listed above | 5 | $39,015,473 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2019 (7 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, FL, LA, NM, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cfmwealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $483,954,502 | 4 | August 13, 2021 |
| October 2022 | $576,318,057 | 4 | August 24, 2022 |
| October 2023 | $472,676,541 | 4 | January 30, 2023 |
| October 2024 | $585,520,055 | 5 | May 9, 2024 |
| October 2025 | $760,860,746 | 4 | June 2, 2025 |
| October 2026 | $885,842,605 | 3 | August 10, 2026 |

Regulatory assets under management: $483,954,502 in the October 2021 data and $885,842,605 in the October 2026 data, up 83%.
Total employees: 4 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $760,860,746 to $885,842,605 (+16%).
- Employees performing advisory functions went from 2 to 1.

### December 2025
- Registered or notice-filed in CO.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CFM Wealth Partners LLC (CRD 305135): Form ADV filing data as of October 2026.