Cm20 Wealth Management

Overview

Cm20 Wealth Management is a small, equity-focused registered investment adviser serving individual and family clients. The firm charges fees as a percentage of assets under management and provides discretionary portfolio management aimed at concentrated exchange-traded equity exposure. With a client base of roughly ten households, the manager appears to emphasize liquid public equities—primarily ETFs and individual stocks—supplemented by mutual funds and selective allocations to alternative assets. Cm20 does not position itself as an ESG investor, and its advisory activity is focused on traditional portfolio management for individuals and small businesses.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices