SourcingSourcing

CFM WEALTH PARTNERS LLC

C38
CRD 305135·SEC 801-117390·AUSTIN, TX
AUM
$885.8M
$500M-$1B
Est. Revenue
$8.9M
@ 1% on AUM
Est. EBITDA
$2.7M
@ 30% margin
Est. Deal Value
$21.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CFM WEALTH PARTNERS LLC
CRD
305135
SEC file #
801-117390
EIN
843187327
DBA names
—

Economics

AUM
$885.8M
AUM band
$500M-$1B
AUM trajectory
'21'26
$429.4M → $885.8M▲ +106%
Client mix
Individuals Other136
Individuals High Net Worth131
Charitable Organizations8
Corporations5

Operations

Employees (total)
3
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
3 advisors → 1 advisors▼ -67%
Primary office
AUSTIN TX
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
cfmwealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MOODY, EDWARD, ALLEN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
MOODY, EDWARD, ALLEN
MAAS, LISA, SUSAN
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CFMWEALTH.COM
Rdap Domain Creation Date
2019-07-12T23:04:51Z
Rdap Firm Age Years
7
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001801097
Edgar Registered
Yes
Edgar Filing Count
30
Edgar First Filing Date
2020-01-30
Edgar Last Filing Date
2026-04-21
Edgar 13f Count
28
Edgar 13f Latest AUM Estimate
Filing Date2026-04-21
Accession0001951757-26-000660

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Raymond James4
E*trade4
Edgar Addresses
Mailing
3500 JEFFERSON STREETSUITE 315AUSTIN, TX 78731
Business
3500 JEFFERSON STREETSUITE 315AUSTIN, TX 78731
Edgar EIN
843187327
Edgar Recent Filings
13F-HR2026-04-21 · 0001951757-26-000660
13F-HR2026-01-27 · 0001951757-26-000314
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-07-12T23:04:51Z
Rdap Domain Last Changed
2025-07-13T14:08:55Z
Rdap Nameservers
Ns73.domaincontrol.comNs74.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4783505
Trust Company Affiliate
No

People (2)

2
MOODY, EDWARD, ALLEN
IAR · Direct Owner · 87.5%
4783505
LISA SUSAN MAAS
Executive Officer · 2.5%
1580776