← Tributary

CFM WEALTH PARTNERS LLC

AUSTIN, TX · CRD 305135 · IAPD ↗ · cfmwealth.com · (512) 366-3925

$885.8MRegulatory AUM
1Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
December 2025 — CFM WEALTH PARTNERS LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
February 2025 — CFM WEALTH PARTNERS LLC shrank from 3 to 1 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
63
February 2025 — CFM WEALTH PARTNERS LLC reported RAUM up 30% ($585.5M -> $760.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
February 2024 — CFM WEALTH PARTNERS LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
February 2024 — CFM WEALTH PARTNERS LLC crossed $500M in regulatory AUM ($472.7M -> $585.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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