# CFM Wealth Partners

CFM Wealth Partners is a Bank / Wealth / Trust based in Austin, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Austin, United States
- **Region:** North America
- **Address:** Austin, TX, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** cfmwealth.com
- **LinkedIn:** https://linkedin.com/company/cfm-wealth-partners

## Regulatory record

- **CRD number:** 305135
- **SEC file number:** 801-117390
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-24T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/305135

## About

CFM Wealth Partners was founded in 2019. The firm operates from Austin, Texas, and focuses on standard wealth management services. The firm provides financial planning, portfolio management, and investment management. No specific asset-class allocations, named portfolio holdings, or geographic deployment details appear in available records. No fund structures, co-investments, or external partnerships are documented. No team size, additional offices, or adjacent vehicles are disclosed. No operational events from the last 24 months are recorded. The firm follows a standard wealth-advisory model with no evident structural differentiators in sourcing, governance, or mandate.

## Questions

### Who runs investment decisions at CFM Wealth Partners?

No named principals or CIO are disclosed in public records.

### Does CFM Wealth Partners participate in fund commitments or only direct deals?

No information on fund commitments or direct deals is available.

### What investment stages does CFM Wealth Partners typically target?

No stage preferences are documented in available sources.

## Related profiles

- [CFII](https://altss.com/profile/cfii)
- [CFO4Life Group](https://altss.com/profile/cfo4life-group)

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Last updated: 2026-06-03T20:00:00.000Z

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