|
⚲
|
| Keyboard |
| CFM Wealth Partners LLC
✚
|
|
|---|---|
| CRD # | 305135 |
| SEC # | 801-117390 |
| CIK # | 0001801097 |
| AUM | 885.8 M (2026-03-24) |
| Employees | 3 (33% 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 | 94.6 | ||
| Apple Inc | 69.9 | ||
| Alphabet Inc | 38.5 | ||
| Amazon Com Inc | 22.3 | ||
| Microsoft Corp | 18.7 | ||
| Facebook Inc | 18.6 | ||
| Williams Companies Inc | 16.5 | ||
| Philip Morris International Inc | 15.4 | ||
| O Reilly Automotive Inc | 13.2 | ||
| Visa Inc | 13.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 136 | 46.3 |
| (b) Individuals (high net worth individuals) | 131 | 762.8 |
| (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 | 8.5 |
| (h) Charitable organizations | 8 | 29.3 |
| (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 | 661 | 885.8 |
| By Discretionary | ||
| Discretionary | 661 | 885.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 661 | 885.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 885.8 | |
| Total | 661 | 885.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001801097] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Related Firms | State | AUM |
|---|---|---|
|
CFM Wealth Partners LLC
✚
|
TX | 885.8 M |
|
Regal Wealth Management LLC
✚
|
NY | |
|
Trident OS LLC
✚
|
MA |
| Comparable Firms | State | AUM |
|---|---|---|
|
Correct Capital Wealth Management LLC
✚
|
MO | 889.3 M |
|
Go Invest LLC
✚
|
UT | 889.0 M |
|
Westside Investment Management LLC
✚
|
CA | 888.8 M |
|
Bernicke Wealth Management Ltd
✚
|
WI | 887.4 M |
|
Strata Wealth Advisors LLC
✚
|
TX | 886.1 M |
|
Covington Investment Advisors Inc
✚
|
PA | 885.9 M |
|
Robert Harrell Incorporated
✚
|
TX | 885.3 M |
|
New World Advisors LLC
✚
|
MA | 884.9 M |
|
Lebenthal Diversified Asset Management Inc
✚
|
NY | 883.7 M |
|
Sage Rhino Capital LLC
✚
|
CA | 883.7 M |