Cfg Wealth Management Services Inc
Cfg Wealth Management Services Inc is an SEC-registered wealth manager with $110.2M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Cfg Wealth Management Services Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 108351, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $110.2M (2026-03-19)
- Firm type
- Wealth Manager
- Employees
- 2
- Clients
- 68
- CRD
- 108351
- Ownership
- PUCKETT, MICHAEL, DILLARD; HARRIER, JONATHAN, WAYNE
How much AUM does Cfg Wealth Management Services Inc have?
Cfg Wealth Management Services Inc reported $110.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Cfg Wealth Management Services Inc?
Disclosed owners and executives of Cfg Wealth Management Services Inc include PUCKETT, MICHAEL, DILLARD, HARRIER, JONATHAN, WAYNE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.