CFS Wealth Management Overview

  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 2

CFS Wealth Management General Information

Description

Provider of investment advisory and retirement planning services. The company's investment advisory and retirement planning services help clients in creating personalized portfolios including traditional stocks and bonds by offering alternative investment strategies and helping them in prioritizing their future financials goals and requirements.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Other Industries
Consulting Services (B2B)
Primary Office
  • 121 North Broad Street
  • Thomasville, GA 31757
  • United States
+1 (229) 000-0000
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CFS Wealth Management Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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CFS Wealth Management Executive Team (5)

Name Title Board Seat Contact Info
Wade Chapman Founder, Advisor and Accredited Asset Management Specialist
Lesley Worsham Advisor
Lucinda Dallas JD Advisor
R. Fort Mason Advisor
Stephen Anderson Advisor
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CFS Wealth Management Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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