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Sole Member, Managing Member, Named President, Chief Compliance Officer & (3.2008) 100% Owner · CFS Wealth Management

Wade T. Chapman

CRD 2852176 · Named on Form ADV at one SEC-registered adviser

At a glance

CFS Wealth Management, an SEC-registered wealth manager based in Macon, GA with $189 million in regulatory assets, lists Wade T. Chapman on its Form ADV as Sole Member, Managing Member, Named President, Chief Compliance Officer & (3.2008) 100% Owner, a control person.

Firms and roles

  • CFS Wealth ManagementSole Member, Managing Member, Named President, Chief Compliance Officer & (3.2008) 100% OwnerWealth manager · Macon, GA · $189M in regulatory assets

AtlasMembers

Wade’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
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

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