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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CFM WEALTH PARTNERS LLC

CRD 305135

AUSTIN, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:97b54b09-706e-1209-6a2b-a0a925f6b8d9

Data as of Aug 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 9
On other graphs: 0
Observed: Aug 27, 2019 to Aug 10, 2026
24 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.91 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $886MItem 5.F on the latest filing (2026-08-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $886M
Private client RAUM: $809MderivedItem 5.D individuals plus high net worth individuals
Private client share: 91%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $443Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 661
Individual clients: 136
High net worth clients: 131
SEC number: 801-117390
CIK: 1801097
CRD: 305135
Filings on the tape: 24
First filed: Aug 27, 2019
Latest filed: Aug 10, 2026
Organised: Limited Liability Company, TX
Website: cfmwealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
EDWARD ALLEN MOODY	n/a	AUSTIN, TX	6	22	2	no
Jack Vytautas Kazickas	n/a	AUSTIN, TX	0	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FREE, JOLYNN, HUDSON	CO-FOUNDER, PARTNER, MEMBER	C	yes	09/2019	Sep 26, 2019	Dec 17, 2024
MAAS, LISA, SUSAN	CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER	Na	yes	09/2019	Sep 26, 2019	Dec 17, 2024
MOODY, EDWARD, ALLEN	CO-FOUNDER, MANAGING PARTNER, MANAGING MEMBER	D	yes	09/2019	Sep 26, 2019	Dec 17, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 24, 2026	$886M	$886M	3	1	n/a	n/a
2024	Jan 31, 2025	$761M	$761M	3	1	n/a	n/a
2023	Jan 22, 2024	$586M	$586M	5	3	n/a	n/a
2022	Jan 30, 2023	$473M	$469M	4	2	n/a	n/a
2021	Jan 27, 2022	$576M	$575M	4	2	n/a	n/a
2020	Mar 4, 2021	$484M	$483M	4	2	n/a	n/a
2019	Jan 21, 2020	$429M	$429M	5	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	50.0%	0	0	0	1	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$886M	$761M	16.4%	$473M	23.3%	3	3	0	0

Relationships

Registered with (3)

← Jack Vytautas KazickasAdvisorregistration: current employment
Jul 30, 2026 to presentfactForm ADV
← EDWARD ALLEN MOODYAdvisorregistration: current employment
Sep 26, 2019 to presentfactForm ADV
← Preeti NarayanAdvisorregistration: previous registration
Jun 2, 2025 to Jan 15, 2026factForm ADV

Controls (3)

← FREE, JOLYNN, HUDSONOwnerCO-FOUNDER, PARTNER, MEMBER, ownership code C, individual
Sep 26, 2019 to Dec 17, 2024factForm ADV
← MAAS, LISA, SUSANOwnerCHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 26, 2019 to Dec 17, 2024factForm ADV
← MOODY, EDWARD, ALLENOwnerCO-FOUNDER, MANAGING PARTNER, MANAGING MEMBER, ownership code D, individual
Sep 26, 2019 to Dec 17, 2024factForm ADV

Dated events

Occurred
Jan 15, 2026
Advisor changed firm
Preeti Narayan left Cfm Wealth Partners Llc for Austin Asset (registered 2026-02-23)
Form ADVobserved 6 days ago
Occurred
Jan 31, 2025
Regulatory AUM changed
Cfm Wealth Partners Llc reported RAUM $760.9M, up 30% from $585.5M (2024-12-17 to 2025-01-31)
Form ADVobserved 6 days ago
$175M
Occurred
Sep 2, 2020
Control person left
Lane Malcolm Cooper (Co-Founder, Partner, Member) no longer on Schedule A of Cfm Wealth Partners Llc (listed 2020-08-04, absent 2020-09-02)
Form ADVobserved 6 days ago
Occurred
Sep 26, 2019
Control person left
Edward Christopher Winn (Managing Member And Chief Compliance Officer) no longer on Schedule A of Cfm Wealth Partners Llc (listed 2019-08-27, absent 2019-09-26)
Form ADVobserved 6 days ago
Occurred
Sep 26, 2019
Control person joined
Allen Edward Moody (Co-Founder, Managing Partner, Managing Member) appeared on Schedule A of Cfm Wealth Partners Llc
Form ADVobserved 6 days ago
Occurred
Sep 26, 2019
Control person joined
Lane Malcolm Cooper (Co-Founder, Partner, Member) appeared on Schedule A of Cfm Wealth Partners Llc
Form ADVobserved 6 days ago
Occurred
Sep 26, 2019
Control person joined
Hudson Jolynn Free (Co-Founder, Partner, Member) appeared on Schedule A of Cfm Wealth Partners Llc
Form ADVobserved 6 days ago
Occurred
Sep 26, 2019
Control person joined
Susan Lisa Maas (Chief Operating Officer And Chief Compliance Officer) appeared on Schedule A of Cfm Wealth Partners Llc
Form ADVobserved 6 days ago
Occurred
Aug 27, 2019
First Form ADV filing
Cfm Wealth Partners filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:97b54b09-706e-1209-6a2b-a0a925f6b8d9
First observed: Aug 27, 2019
Last observed: Aug 10, 2026 42 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CFM WEALTH PARTNERS LLC

CRD 305135

AUSTIN, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:97b54b09-706e-1209-6a2b-a0a925f6b8d9

Data as of Aug 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:51 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

EDWARD ALLEN MOODY

n/a

AUSTIN, TX

Jack Vytautas Kazickas

n/a

AUSTIN, TX

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FREE, JOLYNN, HUDSON

CO-FOUNDER, PARTNER, MEMBER

yes

09/2019

Sep 26, 2019

Dec 17, 2024

MAAS, LISA, SUSAN

CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER

yes

09/2019

Sep 26, 2019

Dec 17, 2024

MOODY, EDWARD, ALLEN

CO-FOUNDER, MANAGING PARTNER, MANAGING MEMBER

yes

09/2019

Sep 26, 2019

Dec 17, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 24, 2026

$886M

n/a

2024

Jan 31, 2025

$761M

n/a

2023

Jan 22, 2024

$586M

n/a

2022

Jan 30, 2023

$473M

$469M

n/a

2021

Jan 27, 2022

$576M

$575M

n/a

2020

Mar 4, 2021

$484M

$483M

n/a

2019

Jan 21, 2020

$429M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

50.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$886M

$761M

16.4%

$473M

23.3%