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| Happy Holidays!! thanks for using AUM13F!! |
| CFM Wealth Partners LLC
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|---|---|
| CRD # | 305135 |
| SEC # | 801-117390 |
| CIK # | 0001801097 |
| AUM | $760.9 M (2025-06-02) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 512-366-3925 |
| Address | 3500 Jefferson Street Austin, TX 78731 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 90.0 | ||
| Apple Inc | 59.5 | ||
| Microsoft Corp | 25.1 | ||
| Amazon Com Inc | 23.7 | ||
| Alphabet Inc | 23.7 | ||
| Facebook Inc | 19.7 | ||
| Philip Morris International Inc | 16.3 | ||
| VISA Inc | 16.1 | ||
| Palo Alto Networks Inc | 14.2 | ||
| Williams Companies Inc | 13.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 131 | 48.3 |
| (b) Individuals (high net worth individuals) | 115 | 615.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 7.0 |
| (h) Charitable organizations | 10 | 50.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 39.0 |
| (n) Other | 0 | 0.0 |
| Total | 656 | 760.9 |
| By Discretionary | ||
| Discretionary | 656 | 760.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 656 | 760.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 760.9 | |
| Total | 656 | 760.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001801097] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
CFM Wealth Partners LLC
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|
TX | 0.8 |
|
Regal Wealth Management LLC
✚
|
NY | 0.0 |
|
Trident OS LLC
✚
|
MA | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Aequitas Investment Advisors LLC
✚
|
MA | 0.8 |
|
PCG Wealth Advisors LLC
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|
KS | 0.8 |
|
Ramsay Stattman Vela & Price Inc
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|
CO | 0.8 |
|
Affinity Wealth Management LLC
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|
DE | 0.8 |
|
Pennsylvania Capital Management Inc
✚
|
PA | 0.8 |
|
Strategic Advisors LLC
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|
NY | 0.8 |
|
All Star Financial LLC
✚
|
MN | 0.8 |
|
Whalerock Point Partners LLC
✚
|
RI | 0.8 |
|
BHK Investment Advisors LLC
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|
AL | 0.8 |
|
Morling Financial Advisors LLC
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|
CA | 0.8 |