# CFM WEALTH PARTNERS LLC

CFM WEALTH PARTNERS LLC of AUSTIN, TX is an SEC-registered investment adviser.

## Registration

- CRD: 305135
- Type: SEC-registered investment adviser
- SEC file number: 801-117390
- Location: 3500 JEFFERSON STREET, SUITE 315, AUSTIN, TX, 78731
- Phone: (512) 366-3925
- Latest filing: 2026-03-24
- Regulatory AUM: $885.8M
- Discretionary AUM: $885.8M
- Clients: 3
- Accounts: 661

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Cooper Jones | PASSIVE INVESTOR | New York, NY |
| Edward Allen Moody | CO-FOUNDER, MANAGING PARTNER, MANAGING MEMBER | — |
| Lisa Susan Maas | PARTNER, HEAD OF OPERATIONS, AND CHIEF COMPLIANCE OFFICER | — |
| WINN CHRISTOPHER EDWARD | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| MOODY EDWARD ALLEN | CO-FOUNDER, MANAGING PARTNER, MANAGING MEMBER | — |
| COOPER MALCOLM LANE | CO-FOUNDER, PARTNER, MEMBER | — |
| FREE JOLYNN HUDSON | CO-FOUNDER, PARTNER, MEMBER | — |
| MAAS LISA SUSAN | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/305135/brochure
- Similar advisers: https://search.stillhousedata.com/firm/305135/similar
- Related entities: https://search.stillhousedata.com/firm/305135/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/305135

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.