CFM WEALTH PARTNERS LLC

CRD #305135 SEC #801-117390 AUSTIN, TX (512) 366-3925

SEC Registered

Total AUM

$760.9M

Discretionary

$760.9M

Employees

Clients

Accounts

656

Firm Details

Organization Type: Limited Liability Company
State of Formation: Texas
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Oct 20, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
MAAS, LISA, SUSAN	I	CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
MAAS, LISA, SUSAN	I	CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
MAAS, LISA, SUSAN	I	CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
MAAS, LISA, SUSAN	I	CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
MAAS, LISA, SUSAN	I	CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
MAAS, LISA, SUSAN	I	CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
MAAS, LISA, SUSAN	I	CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
MAAS, LISA, SUSAN	I	CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
MAAS, LISA, SUSAN	I	CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
MAAS, LISA, SUSAN	I	CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
MAAS, LISA, SUSAN	I	CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
MAAS, LISA, SUSAN	I	CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
MAAS, LISA, SUSAN	I	CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
MAAS, LISA, SUSAN	I	CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
MAAS, LISA, SUSAN	I	CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
MAAS, LISA, SUSAN	I	CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
MAAS, LISA, SUSAN	I	CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
MAAS, LISA, SUSAN	I	CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
MAAS, LISA, SUSAN	I	PARTNER, HEAD OF OPERATIONS, AND CHIEF COMPLIANCE OFFICER	NA	Control
MAAS, LISA, SUSAN	I	PARTNER, HEAD OF OPERATIONS, AND CHIEF COMPLIANCE OFFICER	NA	Control
MAAS, LISA, SUSAN	I	PARTNER, HEAD OF OPERATIONS, AND CHIEF COMPLIANCE OFFICER	NA	Control
MAAS, LISA, SUSAN	I	PARTNER, HEAD OF OPERATIONS, AND CHIEF COMPLIANCE OFFICER	NA	Control
MOODY, EDWARD, ALLEN	I	CO-FOUNDER, MANAGING PARTNER, MANAGING MEMBER	E	Control
MOODY, EDWARD, ALLEN	I	CO-FOUNDER, MANAGING PARTNER, MANAGING MEMBER	E	Control
MOODY, EDWARD, ALLEN	I	CO-FOUNDER, MANAGING PARTNER, MANAGING MEMBER	E	Control
MOODY, EDWARD, ALLEN	I	CO-FOUNDER, MANAGING PARTNER, MANAGING MEMBER	E	Control
WINN, CHRISTOPHER, EDWARD	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
MOODY, EDWARD, ALLEN	I	CO-FOUNDER, MANAGING PARTNER, MANAGING MEMBER	D	Control
MOODY, EDWARD, ALLEN	I	CO-FOUNDER, MANAGING PARTNER, MANAGING MEMBER	D	Control
MOODY, EDWARD, ALLEN	I	CO-FOUNDER, MANAGING PARTNER, MANAGING MEMBER	D	Control
MOODY, EDWARD, ALLEN	I	CO-FOUNDER, MANAGING PARTNER, MANAGING MEMBER	D	Control
MOODY, EDWARD, ALLEN	I	CO-FOUNDER, MANAGING PARTNER, MANAGING MEMBER	D	Control
MOODY, EDWARD, ALLEN	I	CO-FOUNDER, MANAGING PARTNER, MANAGING MEMBER	D	Control
MOODY, EDWARD, ALLEN	I	CO-FOUNDER, MANAGING PARTNER, MANAGING MEMBER	D	Control
MOODY, EDWARD, ALLEN	I	CO-FOUNDER, MANAGING PARTNER, MANAGING MEMBER	D	Control
MOODY, EDWARD, ALLEN	I	CO-FOUNDER, MANAGING PARTNER, MANAGING MEMBER	D	Control
MOODY, EDWARD, ALLEN	I	CO-FOUNDER, MANAGING PARTNER, MANAGING MEMBER	D	Control
MOODY, EDWARD, ALLEN	I	CO-FOUNDER, MANAGING PARTNER, MANAGING MEMBER	D	Control
MOODY, EDWARD, ALLEN	I	CO-FOUNDER, MANAGING PARTNER, MANAGING MEMBER	D	Control
COOPER, MALCOLM, LANE	I	CO-FOUNDER, PARTNER, MEMBER	C	Control
COOPER, MALCOLM, LANE	I	CO-FOUNDER, PARTNER, MEMBER	C	Control
COOPER, MALCOLM, LANE	I	CO-FOUNDER, PARTNER, MEMBER	C	Control
COOPER, MALCOLM, LANE	I	CO-FOUNDER, PARTNER, MEMBER	C	Control
COOPER, ROBIN, JONES	I	PASSIVE INVESTOR	C
COOPER, ROBIN, JONES	I	PASSIVE INVESTOR	C
FREE, JOLYNN, HUDSON	I	CO-FOUNDER, PARTNER, MEMBER	C	Control
FREE, JOLYNN, HUDSON	I	CO-FOUNDER, PARTNER, MEMBER	C	Control
FREE, JOLYNN, HUDSON	I	CO-FOUNDER, PARTNER, MEMBER	C	Control
FREE, JOLYNN, HUDSON	I	CO-FOUNDER, PARTNER, MEMBER	C	Control
FREE, JOLYNN, HUDSON	I	CO-FOUNDER, PARTNER, MEMBER	C	Control
FREE, JOLYNN, HUDSON	I	CO-FOUNDER, PARTNER, MEMBER	C	Control
FREE, JOLYNN, HUDSON	I	CO-FOUNDER, PARTNER, MEMBER	C	Control
FREE, JOLYNN, HUDSON	I	CO-FOUNDER, PARTNER, MEMBER	C	Control
FREE, JOLYNN, HUDSON	I	CO-FOUNDER, PARTNER, MEMBER	C	Control
FREE, JOLYNN, HUDSON	I	CO-FOUNDER, PARTNER, MEMBER	C	Control
FREE, JOLYNN, HUDSON	I	CO-FOUNDER, PARTNER, MEMBER	C	Control
FREE, JOLYNN, HUDSON	I	CO-FOUNDER, PARTNER, MEMBER	C	Control
FREE, JOLYNN, HUDSON	I	CO-FOUNDER, PARTNER, MEMBER	C	Control
FREE, JOLYNN, HUDSON	I	CO-FOUNDER, PARTNER, MEMBER	C	Control
FREE, JOLYNN, HUDSON	I	CO-FOUNDER, PARTNER, MEMBER	C	Control
FREE, JOLYNN, HUDSON	I	CO-FOUNDER, PARTNER, MEMBER	C	Control
FREE, JOLYNN, HUDSON	I	CO-FOUNDER, PARTNER, MEMBER	C	Control
FREE, JOLYNN, HUDSON	I	CO-FOUNDER, PARTNER, MEMBER	C	Control
MOODY, EDWARD, ALLEN	I	CO-FOUNDER, MANAGING PARTNER, MANAGING MEMBER	C	Control
MOODY, EDWARD, ALLEN	I	CO-FOUNDER, MANAGING PARTNER, MANAGING MEMBER	C	Control
MOODY, EDWARD, ALLEN	I	CO-FOUNDER, MANAGING PARTNER, MANAGING MEMBER	C	Control
MOODY, EDWARD, ALLEN	I	CO-FOUNDER, MANAGING PARTNER, MANAGING MEMBER	C	Control
MOODY, EDWARD, ALLEN	I	CO-FOUNDER, MANAGING PARTNER, MANAGING MEMBER	C	Control
MOODY, EDWARD, ALLEN	I	CO-FOUNDER, MANAGING PARTNER, MANAGING MEMBER	C	Control

Registrations

Federal

Oct 20, 2025 REGISTERED

Notice Filings (5)

CO FL LA NM TX

Address

3500 JEFFERSON STREET
SUITE 315
AUSTIN, TX 78731
United States

Phone: (512) 366-3925