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PN

Preeti Narayan

CFM WEALTH PARTNERS LLC
Austin, TX 78731
Some features on this profile are disabled
CRD#: 6941554
PN

Professional summary

Preeti Narayan, CFP® is a registered financial advisor currently at CFM WEALTH PARTNERS LLC located in Austin, Texas.

Preeti is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Preeti has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Preeti Narayan's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Experience

Current

June 2, 2025 - Present

CFM WEALTH PARTNERS LLC

Office #1: 3500 Jefferson Street Suite 315, Austin, TX 78731
RIA
CRD#: 305135
Austin, TX
Past

May 7, 2018 - April 10, 2025

PLANTE MORAN FINANCIAL ADVISORS

RIA
CRD#: 112158
DENVER, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CW
CFM WEALTH PARTNERS LLC
CFM WEALTH PARTNERS | CFM WEALTH PARTNERS LLC

CRD#: 305135 / SEC#: 801-117390

RIA
Registered Investment Advisory firm - (9/24/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(6/2/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/5/2018
Uniform Investment Adviser Law Examination

Current Firm

CW
CFM WEALTH PARTNERS LLC
CFM WEALTH PARTNERS | CFM WEALTH PARTNERS LLC

CRD#: 305135 / SEC#: 801-117390

RIA
Registered Investment Advisory firm - (9/24/2019 Approved)
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Contact information

Main Address
3500 Jefferson Street Suite 315, Austin, TX 78731
Mailing Address
Phone number
(512) 366-3925
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CFM DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (6/2/2025)

Regulatory assets under management

Total Number of Accounts656
AUM (Assets Under Management)$ 760,860,746

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CFM WEALTH PARTNERS LLC

CRD#: 305135Austin, TX 78731

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