CFS WEALTH MANAGEMENT, LLC
Legal name: CFS WEALTH MANAGEMENT
CRD #135579 SEC #801-130591 MACON, GA 478 471-1875
SEC Registered
Total AUM
$158.7M
Discretionary
$150.5M
Employees
3
Clients
0
Accounts
457
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $158.7M | $150.5M | $8.2M | 3 | 0 |
| May 2025 | $158.7M | $150.5M | $8.2M | 3 | 0 |
| Mar 2025 | $158.7M | $150.5M | $8.2M | 3 | 0 |
| Feb 2025 | $135.6M | $128.4M | $7.2M | 3 | 0 |
| Jan 2025 | $135.6M | $128.4M | $7.2M | 3 | 0 |
| Jan 2025 | $135.6M | $128.4M | $7.2M | 3 | 0 |
| Jul 2024 | $135.6M | $128.4M | $7.2M | 3 | 0 |
| Jun 2024 | $135.6M | $128.4M | $7.2M | 3 | 0 |
| May 2024 | $135.6M | $128.4M | $7.2M | 3 | 0 |
| Mar 2015 | $75.2M | $75.2M | $0 | 6 | 400 |
| Feb 2015 | $74.5M | $74.5M | $0 | 6 | 400 |
| Feb 2015 | $74.5M | $74.5M | $0 | 6 | 400 |
| Feb 2015 | $74.5M | $74.5M | $0 | 6 | 400 |
| Jan 2015 | $74.5M | $74.5M | $0 | 6 | 400 |
| Dec 2014 | $74.5M | $74.5M | $0 | 6 | 400 |
| Dec 2014 | $91.5M | $74.6M | $16.9M | 6 | 400 |
| Mar 2014 | $91.5M | $74.6M | $16.9M | 6 | 400 |
| Jun 2013 | $90.2M | $74.4M | $15.8M | 6 | 400 |
| Jun 2013 | $90.2M | $74.4M | $15.8M | 6 | 400 |
| Mar 2013 | $90.2M | $74.4M | $15.8M | 5 | 400 |
| Nov 2012 | $94.6M | $82M | $12.5M | 6 | 400 |
| Nov 2012 | $94.6M | $82M | $12.5M | 6 | 400 |
| Nov 2012 | $94.6M | $82M | $12.5M | 6 | 400 |
| Oct 2012 | $94.6M | $82M | $12.5M | 1 | 400 |
| May 2012 | $94.6M | $82M | $12.5M | 1 | 400 |
| Apr 2012 | $94.6M | $82M | $12.5M | 1 | 400 |
| Mar 2012 | $94.6M | $82M | $12.5M | 1 | 400 |
| Feb 2011 | $72M | $72M | $0 | 5 | -- |
| Jul 2010 | $53M | $53M | $0 | 5 | -- |
| Feb 2010 | $53M | $53M | $0 | 5 | -- |
| Mar 2008 | $43.8M | $43.8M | $0 | 5 | -- |
| Mar 2008 | $43.8M | $43.8M | $0 | 5 | -- |
| Jan 2008 | $43.8M | $43.8M | $0 | 5 | -- |
| May 2007 | $36M | $36M | $0 | 5 | -- |
| May 2007 | $36M | $36M | $0 | 5 | -- |
| Mar 2007 | $36M | $36M | $0 | 5 | -- |
DateAug 2025
Total AUM$158.7M
Discretionary$150.5M
Non-Disc.$8.2M
Employees3
Clients0
DateMay 2025
Total AUM$158.7M
Discretionary$150.5M
Non-Disc.$8.2M
Employees3
Clients0
DateMar 2025
Total AUM$158.7M
Discretionary$150.5M
Non-Disc.$8.2M
Employees3
Clients0
DateFeb 2025
Total AUM$135.6M
Discretionary$128.4M
Non-Disc.$7.2M
Employees3
Clients0
DateJan 2025
Total AUM$135.6M
Discretionary$128.4M
Non-Disc.$7.2M
Employees3
Clients0
DateJan 2025
Total AUM$135.6M
Discretionary$128.4M
Non-Disc.$7.2M
Employees3
Clients0
DateJul 2024
Total AUM$135.6M
Discretionary$128.4M
Non-Disc.$7.2M
Employees3
Clients0
DateJun 2024
Total AUM$135.6M
Discretionary$128.4M
Non-Disc.$7.2M
Employees3
Clients0
DateMay 2024
Total AUM$135.6M
Discretionary$128.4M
Non-Disc.$7.2M
Employees3
Clients0
DateMar 2015
Total AUM$75.2M
Discretionary$75.2M
Non-Disc.$0
Employees6
Clients400
DateFeb 2015
Total AUM$74.5M
Discretionary$74.5M
Non-Disc.$0
Employees6
Clients400
DateFeb 2015
Total AUM$74.5M
Discretionary$74.5M
Non-Disc.$0
Employees6
Clients400
DateFeb 2015
Total AUM$74.5M
Discretionary$74.5M
Non-Disc.$0
Employees6
Clients400
DateJan 2015
Total AUM$74.5M
Discretionary$74.5M
Non-Disc.$0
Employees6
Clients400
DateDec 2014
Total AUM$74.5M
Discretionary$74.5M
Non-Disc.$0
Employees6
Clients400
DateDec 2014
Total AUM$91.5M
Discretionary$74.6M
Non-Disc.$16.9M
Employees6
Clients400
DateMar 2014
Total AUM$91.5M
Discretionary$74.6M
Non-Disc.$16.9M
Employees6
Clients400
DateJun 2013
Total AUM$90.2M
Discretionary$74.4M
Non-Disc.$15.8M
Employees6
Clients400
DateJun 2013
Total AUM$90.2M
Discretionary$74.4M
Non-Disc.$15.8M
Employees6
Clients400
DateMar 2013
Total AUM$90.2M
Discretionary$74.4M
Non-Disc.$15.8M
Employees5
Clients400
DateNov 2012
Total AUM$94.6M
Discretionary$82M
Non-Disc.$12.5M
Employees6
Clients400
DateNov 2012
Total AUM$94.6M
Discretionary$82M
Non-Disc.$12.5M
Employees6
Clients400
DateNov 2012
Total AUM$94.6M
Discretionary$82M
Non-Disc.$12.5M
Employees6
Clients400
DateOct 2012
Total AUM$94.6M
Discretionary$82M
Non-Disc.$12.5M
Employees1
Clients400
DateMay 2012
Total AUM$94.6M
Discretionary$82M
Non-Disc.$12.5M
Employees1
Clients400
DateApr 2012
Total AUM$94.6M
Discretionary$82M
Non-Disc.$12.5M
Employees1
Clients400
DateMar 2012
Total AUM$94.6M
Discretionary$82M
Non-Disc.$12.5M
Employees1
Clients400
DateFeb 2011
Total AUM$72M
Discretionary$72M
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$53M
Discretionary$53M
Non-Disc.$0
Employees5
Clients--
DateFeb 2010
Total AUM$53M
Discretionary$53M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$43.8M
Discretionary$43.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$43.8M
Discretionary$43.8M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$43.8M
Discretionary$43.8M
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$36M
Discretionary$36M
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$36M
Discretionary$36M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$36M
Discretionary$36M
Non-Disc.$0
Employees5
Clients--