CFG WEALTH MANAGEMENT SERVICES INC
SEC file number 801-26372
· INDIANAPOLIS, IN
https://cfg.bank ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$64.5M
Discretionary AUM
$62.9M
Employees
—
Clients
—
Firm
- Address
- 9840 WESTPOINT DRIVE
INDIANAPOLIS, IN 46256 - Phone
- —
- Website
- https://cfg.bank
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
- RLS Wealth Management LP LLC Medium name-match confidence · CIK 2138502 · NC
- Enrollment Management Services, LLC Medium name-match confidence · CIK 2070850 · OH
- Cantata Wealth Management, LLC Medium name-match confidence · CIK 2051140 · FL
- Serif Health Management, Inc. Medium name-match confidence · CIK 1926833 · CA
- US Wealth Management Ventures, LLC Medium name-match confidence · CIK 1993605 · NY
- Strata Solas Wealth Management LLC Medium name-match confidence · CIK 2105970 · DE
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Serif Health Management, Inc. · D · Aug 25, 2026$5.6M
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RLS Wealth Management LP LLC · D · Jun 4, 2026$1.2M
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Strata Solas Wealth Management LLC · D · Jan 20, 2026
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US Wealth Management Ventures, LLC · D · Nov 24, 2025$5M
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Cantata Wealth Management, LLC · D/A · Oct 10, 2025$2M
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Enrollment Management Services, LLC · D · May 30, 2025$7.2M
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Cantata Wealth Management, LLC · D · Feb 19, 2025$2M