CFM WEALTH PARTNERS LLC of AUSTIN, TX is an SEC-registered investment adviser (CRD 305135). Regulatory assets under management: $885.8M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions.
| 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 | — |