CFM WEALTH PARTNERS LLC
CRD #305135 SEC #801-117390 AUSTIN, TX (512) 366-3925
SEC Registered
Total AUM
$760.9M
Discretionary
$760.9M
Employees
4
Clients
1
Accounts
656
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $760.9M | $760.9M | $0 | 4 | 0 |
| Jun 2025 | $760.9M | $760.9M | $0 | 4 | 0 |
| Jan 2025 | $760.9M | $760.9M | $0 | 3 | 0 |
| Jan 2025 | $760.9M | $760.9M | $0 | 3 | 0 |
| Dec 2024 | $585.5M | $585.5M | $0 | 5 | 1 |
| May 2024 | $585.5M | $585.5M | $0 | 5 | 1 |
| May 2024 | $585.5M | $585.5M | $0 | 5 | 1 |
| Jan 2024 | $585.5M | $585.5M | $0 | 5 | 1 |
| Jan 2024 | $472.7M | $469.4M | $3.3M | 4 | 2 |
| Dec 2023 | $472.7M | $469.4M | $3.3M | 4 | 2 |
| Jan 2023 | $472.7M | $469.4M | $3.3M | 4 | 2 |
| Aug 2022 | $576.3M | $575.2M | $1.1M | 4 | 1 |
| Jan 2022 | $576.3M | $575.2M | $1.1M | 4 | 1 |
| Aug 2021 | $484M | $483M | $921.2K | 4 | 1 |
| Jul 2021 | $484M | $483M | $921.2K | 4 | 1 |
| Mar 2021 | $484M | $483M | $921.2K | 4 | 1 |
| Sep 2020 | $429.4M | $429M | $356.4K | 4 | 0 |
| Sep 2020 | $429.4M | $429M | $356.4K | 4 | 0 |
| Aug 2020 | $429.4M | $429M | $356.4K | 4 | 0 |
| Jun 2020 | $429.4M | $429M | $356.4K | 5 | 0 |
| Jan 2020 | $429.4M | $429M | $356.4K | 5 | 0 |
| Sep 2019 | $0 | $0 | $0 | 4 | 0 |
| Aug 2019 | $0 | $0 | $0 | 2 | 0 |
DateOct 2025
Total AUM$760.9M
Discretionary$760.9M
Non-Disc.$0
Employees4
Clients0
DateJun 2025
Total AUM$760.9M
Discretionary$760.9M
Non-Disc.$0
Employees4
Clients0
DateJan 2025
Total AUM$760.9M
Discretionary$760.9M
Non-Disc.$0
Employees3
Clients0
DateJan 2025
Total AUM$760.9M
Discretionary$760.9M
Non-Disc.$0
Employees3
Clients0
DateDec 2024
Total AUM$585.5M
Discretionary$585.5M
Non-Disc.$0
Employees5
Clients1
DateMay 2024
Total AUM$585.5M
Discretionary$585.5M
Non-Disc.$0
Employees5
Clients1
DateMay 2024
Total AUM$585.5M
Discretionary$585.5M
Non-Disc.$0
Employees5
Clients1
DateJan 2024
Total AUM$585.5M
Discretionary$585.5M
Non-Disc.$0
Employees5
Clients1
DateJan 2024
Total AUM$472.7M
Discretionary$469.4M
Non-Disc.$3.3M
Employees4
Clients2
DateDec 2023
Total AUM$472.7M
Discretionary$469.4M
Non-Disc.$3.3M
Employees4
Clients2
DateJan 2023
Total AUM$472.7M
Discretionary$469.4M
Non-Disc.$3.3M
Employees4
Clients2
DateAug 2022
Total AUM$576.3M
Discretionary$575.2M
Non-Disc.$1.1M
Employees4
Clients1
DateJan 2022
Total AUM$576.3M
Discretionary$575.2M
Non-Disc.$1.1M
Employees4
Clients1
DateAug 2021
Total AUM$484M
Discretionary$483M
Non-Disc.$921.2K
Employees4
Clients1
DateJul 2021
Total AUM$484M
Discretionary$483M
Non-Disc.$921.2K
Employees4
Clients1
DateMar 2021
Total AUM$484M
Discretionary$483M
Non-Disc.$921.2K
Employees4
Clients1
DateSep 2020
Total AUM$429.4M
Discretionary$429M
Non-Disc.$356.4K
Employees4
Clients0
DateSep 2020
Total AUM$429.4M
Discretionary$429M
Non-Disc.$356.4K
Employees4
Clients0
DateAug 2020
Total AUM$429.4M
Discretionary$429M
Non-Disc.$356.4K
Employees4
Clients0
DateJun 2020
Total AUM$429.4M
Discretionary$429M
Non-Disc.$356.4K
Employees5
Clients0
DateJan 2020
Total AUM$429.4M
Discretionary$429M
Non-Disc.$356.4K
Employees5
Clients0
DateSep 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0