CM WEALTH ADVISORS LLC

CRD 119467 · SEC 801-62376

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2000 AUBURN DRIVE, SUITE 400, BEACHWOOD, OH, 44122-4327, United States

Phone

216-831-9667

Fax

216-831-3779

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$3.60B

Discretionary AUM

$3.43B

Team

24 total employees; 11 advisory reps; 5 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees; % OF ASSETS MONITORED

Org form

Limited Liability Company

Filing date

2026-03-24

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersEducational seminarsCONSULTING

Client types

Type	Clients	AUM
Individuals	73	$14.2M
High net worth individuals	131	$1.79B
Pooled investment vehicles	29	$1.55B
Charitable organizations	11	$245.9M

States served

CA, CO, LA, MD, MI, NY, OH, TX, HI, FL

All web addresses on file

HTTPS://WWW.CMWEALTHADVISORS.COM
HTTPS://LINKEDIN.COM/COMPANY/CM-WEALTH-ADVISORS

Official SEC filing: View on IAPD