Cfm Wealth Partners Llc
- Regulatory AUM
- $886M
- Discretionary
- $886M
- Clients
- 280
- Avg AUM / client
- $3.2M
- Accounts
- 661
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Mar 24, 2026
Investments (13F portfolio — 143 positions, $667,236,463)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | COM | $94,611,832 | 542,499 | 14.2% | 10.7% |
| 2 | Apple Inc | COM | $69,910,261 | 275,465 | 10.5% | 7.89% |
| 3 | Alphabet Inc | CAP STK CL A | $38,488,768 | 133,846 | 5.77% | 4.34% |
| 4 | Amazon Com Inc | COM | $22,261,355 | 106,887 | 3.34% | 2.51% |
| 5 | Microsoft Corp | COM | $18,723,422 | 50,581 | 2.81% | 2.11% |
| 6 | Meta Platforms Inc | CL A | $18,592,273 | 32,497 | 2.79% | 2.1% |
| 7 | Williams Cos Inc | COM | $16,477,756 | 226,405 | 2.47% | 1.86% |
| 8 | Philip Morris Intl Inc | COM | $15,395,138 | 93,112 | 2.31% | 1.74% |
| 9 | Exxon Mobil Corp | COM | $13,881,368 | 81,819 | 2.08% | 1.57% |
| 10 | Oreilly Automotive Inc | COM | $13,193,868 | 142,930 | 1.98% | 1.49% |
| 11 | Visa Inc | COM CL A | $13,114,409 | 43,391 | 1.97% | 1.48% |
| 12 | Costco Wholesale Corporation | COM | $12,433,342 | 12,478 | 1.86% | 1.4% |
| 13 | Alphabet Inc | CAP STK CL C | $12,389,534 | 43,190 | 1.86% | 1.4% |
| 14 | Invesco Qqq Tr | UNIT SER 1 | $12,181,380 | 21,105 | 1.83% | 1.38% |
| 15 | State Str Spdr S&P 500 Etf T | TR UNIT | $11,344,679 | 17,444 | 1.7% | 1.28% |
| 16 | Palo Alto Networks Inc | COM | $11,217,911 | 69,972 | 1.68% | 1.27% |
| 17 | Advanced Micro Devices Inc | COM | $10,810,880 | 53,143 | 1.62% | 1.22% |
| 18 | Jpmorgan Chase & Co | COM | $10,527,159 | 35,787 | 1.58% | 1.19% |
| 19 | Eli Lilly & Co | COM | $10,142,906 | 11,028 | 1.52% | 1.15% |
| 20 | Broadcom Inc | COM | $9,489,845 | 30,661 | 1.42% | 1.07% |
| 21 | Ishares Tr | RUS 1000 GRW ETF | $7,712,297 | 18,087 | 1.16% | 0.87% |
| 22 | Mastercard Incorporated | CL A | $7,667,463 | 15,345 | 1.15% | 0.87% |
| 23 | Ishares Tr | RUS 1000 VAL ETF | $7,618,190 | 35,654 | 1.14% | 0.86% |
| 24 | Walmart Inc | COM | $7,156,432 | 57,583 | 1.07% | 0.81% |
| 25 | Enterprise Prods Partners L | COM | $6,950,092 | 183,670 | 1.04% | 0.78% |
Top 25 of 143 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 136 | $46.3M | 5.22% |
| High net worth individuals | 131 | $763M | 86.1% |
| Pension and profit sharing plans | Fewer than 5 clients | $8.5M | 0.96% |
| Charitable organizations | 8 | $29.3M | 3.31% |
| Corporations and other businesses | 5 | $39.0M | 4.4% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Edward Allen Moody | Co Founder, Managing Partner, Managing Member | Sep 2019 (7y) | 50% – 75% | |
| Free, Jolynn, Hudson | Co Founder, Partner, Member | Sep 2019 (7y) | 25% – 50% | |
| Maas, Lisa, Susan | Chief Operating Officer And Chief Compliance Officer | Sep 2019 (7y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 908 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Raymond James $739M (83% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗