RIA Intel›Advisers›Indiana›CFWM, LLC

CFWM, LLC

Advisory

IN

Data as of Jan 28, 2026 · Source: SEC Form ADV

Average account
$207K
across 102 accounts
AUM per adviser
$21M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 28, 2026.

Total AUM
$21M
Discretionary %
100%
Clients
48
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$21M
Discretionary AUM$21M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients48
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIN
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IN

Closest by assets under management. All figures from Form ADV.

NEXT ADVENTURE FINANCIAL LLC
$21M
MIGRATION WEALTH MANAGEMENT, LLC
$21M
GENTRY FINANCIAL, LLC
$21M
BROOKS INVESTMENT ADVISORY SERVICE
$21M
HARRIS HARPER COUNSEL, INC.
$22M
TWO FISH MANAGEMENT, LLC
$20M
-73.4% 1Y

Get the full picture on CFWM, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track CFWM, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans