CFS WEALTH MANAGEMENT, LLC

CFS WEALTH MANAGEMENT
MACON, Georgia·1 registered advisor·CRD# 135579
SEC# 801-1305911478 471-1875
01

Firm Overview

AUM
$136M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CFS WEALTH MANAGEMENT, LLC

1 registered advisor
Wade Timothy Chapman
MACON, Georgia
05

Office Locations

MACON, Georgia
1 advisor

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Data sourced from SEC Form ADV filings. CFS WEALTH MANAGEMENT, LLC (CRD# 135579) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.