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Building 2CFM WEALTH PARTNERS LLC

Map pinAUSTIN, TX
Phone(512) 366-3925
NotebookSEC #801-117390
Total AUM
$885.8M
Employees
3
Clients
281

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3500 JEFFERSON STREET
SUITE 315
AUSTIN
TX 78731
United States
Operating Hours
M-TH: 8:00AM TO 4:00PM; F: 8:00AM TO 3:00PM
Monday - Friday
Phone
(512) 366-3925

ReceiptFinancials

Total AUM
$885.8M
Accounts
661
Discretionary
$885.8M
Accounts
661
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
136
AUM
$46.3M
HNW Individual Clients
131
AUM
$762.8M
Pension/Profit Sharing Plan Clients
1
AUM
$8.5M
Charitable Organization Clients
8
AUM
$29.3M
Corporation or Business Clients
5
AUM
$39M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLLANMTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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