Dakota
Dakota
Book a Demo
Talk to an Expert

CFM Wealth Partners

EST. AUM
$885,842,605

CONTACTS
1

CLIENT ACCOUNTS
661

Firm Details

Metro area Austin
CRD Number 305135
Website cfmwealth.com
Client types

Overview

As of early 2025, CFM Wealth Partners manages approximately $760.9 million in discretionary assets across 261 client accounts, with an average client balance of $2.9 million. The firm emphasizes a fiduciary, client-first approach, offering personalized financial planning and investment management services tailored to individual goals and risk tolerances.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy