CFM WEALTH PARTNERS LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Texas, United States

Employees

Total Number of Employees	5
Investment Advisory/Research	3
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	3
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	613	$585.5M
Non-Discretionary	0	$0
Total	613	$585.5M

Clients

Type	Number	RAUM
Individuals	128	$44.1M
HNW Individuals	104	$483.5M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	2	$24.8M
Pension and profit sharing plans	0	$0
Charitable organizations	8	$19.5M
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	<5	$13.7M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	1
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	1-10

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)
Compensation	% of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number	801-117390
SEC ERA File Number	801-117390
SEC CIK Numbers	1801097
SEC CRD Numbers	305135
Legal Entity Identifier	None

Principal Office

3500 JEFFERSON STREET
SUITE 315
AUSTIN
TX
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic