CM WEALTH ADVISORS LLC

RIASEC RegisteredEst. 2003

Total AUM

$3.6B

Discretionary

$3.4B

95% of AUM

Avg account

$5.3M

Accounts

680

Employees

Advisory reps

Firm details

Headquarters: BEACHWOOD, Ohio
CRD number: 119467
Registered since: October 15, 2003
Website: www.cmwealthadvisors.com
Custodians: THE BANK OF NEW YORK MELLON, KEY BANK
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI49.68%
Pooled Investment Vehicles43.09%
Charitable Organizations6.84%
Individuals0.4%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

CM Wealth Advisors LLC is an independent, SEC-registered RIA organized as an LLC and operating since 2003. The firm serves both individual/family and institutional clients and acts as a capital allocator, running discretionary and non-discretionary portfolios and sponsoring pooled vehicles. Its client work spans financial planning, portfolio management for individuals, businesses and pooled vehicles, selection of third‑party advisers, and educational seminars. The firm also lists accounting as a business activity and employs a mix of fee arrangements including percentage-of-AUM, hourly and fixed fees. CM Wealth Advisors was recognized by FA Magazine as a Top RIA Firm in 2020. The firm does not position itself as an ESG investor and is not classified as a multistate or newly formed adviser. It identifies as a sponsor, GP and managing member of pooled investment vehicles, indicating an active role in structuring and managing private funds alongside advisory services.