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Partner, Head of Operations, and Chief Compliance Officer · CFM Wealth Partners LLC

Lisa S. Maas

CRD 1580776 · Named on Form ADV at one SEC-registered adviser

At a glance

CFM Wealth Partners LLC, an SEC-registered wealth manager based in Austin, TX with $886 million in regulatory assets, lists Lisa S. Maas on its Form ADV as Partner, Head of Operations, and Chief Compliance Officer, a control person.

Firms and roles

  • CFM Wealth Partners LLCPartner, Head of Operations, and Chief Compliance OfficerWealth manager · Austin, TX · $886M in regulatory assets

AtlasMembers

Lisa’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Edward A. MoodyCo-Founder, Managing Partner, Managing Member, CFM Wealth Partners LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lisa’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.