CFM Wealth Partners

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

3500 Jefferson St Ste 315, Austin, Texas...

Phone Number

(512) 366-3925

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
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ZI Rank
1
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1
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1

About CFM Wealth Partners

CFM Wealth Partners is a financial advisory firm based in Austin, TX, specializing in investment planning and counsel. They provide trusted advisory services to individuals, families, and non-profits. The firm emphasizes the importance of taking action in financial decision-making. Their team is dedicated to guiding clients through their financial journeys with tenacity and expertise.Explore more
Popular SearchesCfm Wealth Partners LLCCfm Wealth PartnersCFM Investments LLCSIC Code 62,628NAICS Code 52,523Show more

CFM Wealth Partners Org Chart

PhoneEmail
LM
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Partner. Chief Compliance Officer and Head of...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CFM Wealth Partners

<$5M
1-10
Private
-
2009
LM
Lisa MaasPartner. Chief Compliance Officer and Head of Operations
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2014
HW
Holly WhireClient Service Associate
<$5M
1-10
Private
-
-
KZ
Kenneth ZehnderLife, Health, Variable Life
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2011
CF
Cheri FranklinPresident & Co-Founder
<$5M
1-10
Private
-
1983
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

CFM Wealth Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

CFM Wealth Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about CFM Wealth Partners.

CFM Wealth Partners Tech Stack

A closer look at the technologies used by CFM Wealth Partners

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Frequently Asked Questions Regarding CFM Wealth Partners

What is CFM Wealth Partners's official website?
CFM Wealth Partners's official website is www.cfmwealth.com
What is CFM Wealth Partners's Revenue?
CFM Wealth Partners's revenue is <$5 Million
What is CFM Wealth Partners's SIC code?
CFM Wealth Partners's SIC: 62,628
What is CFM Wealth Partners's NAICS code?
CFM Wealth Partners's NAICS: 52,523
How many employees does CFM Wealth Partners have?
CFM Wealth Partners has 1-10 employees
What industry does CFM Wealth Partners belong to?
CFM Wealth Partners is in the industry of: Finance, Securities Trading
What is CFM Wealth Partners competition?
CFM Wealth Partners top competitors include: Stockade Wealth Management, Clarity Capital Advisors, Goodrich and Associates, Meridian Wealth Advisors
What technology does CFM Wealth Partners use?
Some of the popular technologies that CFM Wealth Partners uses are: Ruxit, YouTube, Microsoft 365, Vimeo
How do I contact CFM Wealth Partners?
CFM Wealth Partners contact info: Phone number: (512) 366-3925 Website: www.cfmwealth.com
What does CFM Wealth Partners do?

CFM Wealth Partners is a financial advisory firm based in Austin, TX, specializing in investment planning and counsel. They provide trusted advisory services to individuals, families, and non-profits. The firm emphasizes the importance of taking action in financial decision-making. Their team is dedicated to guiding clients through their financial... journeys with tenacity and expertise.Read More

Is CFM Wealth Partners a public company?
CFM Wealth Partners is private company therefore does not currently have an official ticker symbol
See more information about CFM Wealth Partners

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