← Tributary

CFG WEALTH MANAGEMENT SERVICES INC

INDIANAPOLIS, IN · CRD 108351 · IAPD ↗ · 317-841-7959

$110.2MRegulatory AUM
2Advisory reps
2Employees
0Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2026 — CFG WEALTH MANAGEMENT SERVICES INC (INDIANAPOLIS, IN) is newly SEC-registered with $110.2M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.