CFS WEALTH MANAGEMENT, LLC
Doing business as CFS WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$189,052,740
Discretionary
$182,338,105
Non-discretionary
$6,714,635
Firm details
- CRD number
- 135579
- SEC file number
- 801-130591
- Main office
- MACON, GA, United States
- Employees
- 3
- SEC status
- Approved
- Website
- HTTP://WWW.CFSWEALTH.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.