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CFS WEALTH MANAGEMENT

MACON, GA · CRD 135579 · IAPD ↗ · cfswealth.com · 478 471-1875

$189.1MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
August 2024 — CFS WEALTH MANAGEMENT (MACON, GA) is newly SEC-registered with $135.6M RAUM and 3 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.