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- Custodian
- Raymond James ยท RBC
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-01-2019
- Office Locations
- 1
Office Locations
About CFM Wealth Partners LLC
CFM Wealth Partners LLC is an Austin-based RIA providing financial planning and discretionary portfolio management for individuals, families, entrepreneurs, and nonprofits. The firm emphasizes asset allocation and tax-efficient strategies, including retirement and charitable planning. Portfolios are implemented largely with ETFs and public funds, with custody through Raymond James and RBC.
Team overview
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Custodian
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Owner & Executives
EDWARD ALLEN MOODY
Co-founder, Founder, Managing Member, Managing Partner
- CRD
- #4783505
- Ownership
- 75% or more
LISA SUSAN MAAS
Chief Compliance Officer, HEAD OF OPERATIONS, PARTNER
- CRD
- --
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $885,842,605 | $1,340,155 |
| Non-Discretionary | $0 | -- |
| Total | $885,842,605 | $1,340,155 |
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Separately Managed Accounts
Total SMA Asset: $885,842,605
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,899,225,523 | 26.4% |
| Public Funds | $1,129,463,663 | 15.7% |
| Cash | $517,970,597 | 7.2% |
| Other | $1,453,195,287 | 20.2% |
| Municipal Bonds | $489,194,453 | 6.8% |
| U.S. Government/Agency | $1,704,986,549 | 23.7% |
| Total | $7,194,036,072 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| DELTA PRIME | ATLAS INSIGHT | EPQ4N8YLS | KRG | 11.24% | $62,437,091 |
| FOCUS EAGLE VALUE | GLACIER PEAK | V3OGFJMGP | QQES | 9.80% | $60,485,583 |
| WAVE VERTEX WAVE | FRONTIER VERTEX | HXX5E9RID | VQYGR | 7.50% | $30,337,312 |
| MOMENTUM FOCUS UNISON | BEACON MOMENTUM | UETQ4XIP8 | LLWKC | 1.15% | $56,687,182 |
| SIGNAL PATHWAY PIONEER | TIMBER EAGLE | S8OCZL5IX | CCM | 6.15% | $51,791,866 |
| ALPHA VITAL RIDGE | TIMBER FOUNDATION | HUA10H3BX | JMU | 2.66% | $91,024,888 |
| GLACIER NORTH EMBER | ALPHA OPTIMA | CLYHBUABQ | FQOV | 11.66% | $3,729,920 |
| VITAL DELTA FRONTIER | GLACIER ALPHA | 3B0D309HY | KPHC | 1.63% | $65,894,439 |