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CFS WEALTH MANAGEMENT
Legal name: CFS WEALTH MANAGEMENT, LLC
CRD 135579File 801-130591
APPROVED
Retail clients
Filing as of Mar 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$189.1M
Bottom 25% of cohort (national)
Discretionary AUM
$182.3M
Non-discretionary $6.7M
Clients
465
465 accounts
Employees
3
Bottom 25% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jul 2, 2024
- Principal office
- 1515 BASS ROAD, SUITE D, MACON, GA, 31210
- Phone
- 478 471-1875
- Website
- HTTP://WWW.CFSWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $189.1M
- Discretionary AUM
- $182.3M
- Non-discretionary AUM
- $6.7M
- Discretionary accounts
- 461
- Non-discretionary accounts
- 4
- Total accounts
- 465
- AUM per client
- $407K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 69 | $145.6M |
| Individuals (other than high net worth individuals) | 396 | $43.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.