CFM WEALTH PARTNERS LLC

CRD 305135File 801-117390

APPROVED

Retail clients

Filing as of Aug 10, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$885.8M

Above cohort median (national)

Discretionary AUM

$885.8M

Clients

280

661 accounts

Employees

Above cohort median in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Sep 24, 2019
Principal office: 3500 JEFFERSON STREET, SUITE 315, AUSTIN, TX, 78731
Phone: (512) 366-3925
Website: http://cfmwealth.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $885.8M
Discretionary AUM: $885.8M
Non-discretionary AUM: $0
Discretionary accounts: 661
Non-discretionary accounts: 0
Total accounts: 661
AUM per client: $3.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	5	$39.0M
Charitable organizations	8	$29.3M
High net worth individuals	131	$762.8M
Pension and profit sharing plans	Fewer than 5	$8.5M
Individuals (other than high net worth individuals)	136	$46.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
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 11

This 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.