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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| CFS Wealth Management LLC
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|---|---|
| CRD # | 135579 |
| SEC # | 801-130591 |
| CIK # | |
| AUM | $158.7 M (2025-05-05) |
| Employees | 3 (100% Investors, 33% Brokers) |
| Phone | 478-471-1875 |
| Address | 1515 Bass Road Macon, GA 31210 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 390 | 35.3 |
| (b) Individuals (high net worth individuals) | 67 | 123.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 457 | 158.7 |
| By Discretionary | ||
| Discretionary | 452 | 150.5 |
| Non-Discretionary | 5 | 8.2 |
| Total | 457 | 158.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 158.7 | |
| Total | 457 | 158.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Fairscale Capital LLC
✚
|
NH | 0.2 |
|
Kopion Asset Management LLC
✚
|
TX | 0.2 |
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Finsym Partners LLC
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0.2 | |
|
Gouws Capital LLC
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|
NC | 0.2 |
|
Robinhood Asset Management LLC
✚
|
CA | 0.2 |
|
O'Connor Wealth Management Inc
✚
|
CA | 0.2 |
|
Knickerbocker Advisors Inc
✚
|
0.2 | |
|
L & W Financial LLC
✚
|
TX | 0.2 |
|
John Boyer Inc
✚
|
FL | 0.2 |
|
Avant Financial Advisors LLC
✚
|
TX | 0.2 |