Investment adviser · CRD 328059

CFM WEALTH MANAGEMENT LTDA

Investment adviser filing (IA)

SAN RAFAEL, ESCAZU, Costa Rica · Form ADV filed May 20, 2024

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: May 20, 2024. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets · Hourly

Principal office

OFICENTRO SPAZIO EJECUTIVO, 4TO PISO,, OFICINA NO.18
SAN RAFAEL, ESCAZU, 10203, Costa Rica

CRD 328059

Filing source

Form ADV 1824520 · May 20, 2024 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.