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Wade Timothy Chapman

CFS WEALTH MANAGEMENT, LLC·MACON, Georgia
Unclaimed Profile
1515 BASS ROAD, MACON, GA 31210CRD# 2852176Firm CRD# 135579
01

About

Wade Timothy Chapman is a registered financial advisor based in MACON, Georgia, affiliated with CFS WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CFS WEALTH MANAGEMENT, LLC
CFS WEALTH MANAGEMENT
AUM
$136M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at CFS WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2852176
Firm CRD# 135579
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Wade Timothy Chapman offer?
Wade Timothy Chapman specializes in Financial Planning, Investment Management. Contact their office in MACON, Georgia for a consultation.
What are Wade Timothy Chapman's credentials?
Wade Timothy Chapman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Wade Timothy Chapman located?
Wade Timothy Chapman is based in MACON, Georgia, working with CFS WEALTH MANAGEMENT, LLC. Their office serves clients in the MACON metropolitan area and surrounding communities.
How does Wade Timothy Chapman charge for services?
Wade Timothy Chapman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CFS WEALTH MANAGEMENT, LLC?
CFS WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $136M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MACON
William Winston Ennis — DAY & ENNIS, LLCStephanie Gandy Hall — DAY & ENNIS, LLCGlenn Alan Rosen — ROSEN CAPITAL MANAGEMENT, INC.Matthew Edward Heller — DAY & ENNIS, LLCJohn Richard Day — DAY & ENNIS, LLC
Nearby cities in Georgia
ATLANTA (1557)ALPHARETTA (158)MARIETTA (62)ROSWELL (47)DULUTH (41)
City Guides
ATLANTA GuideALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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