Key facts
- CM Wealth Advisors is a asset manager based in Beachwood, Ohio.
- CM Wealth Advisors has 2 funds on record, raising $10.6M across the 2 that report a size.
- The team roster lists 1 person.
About CM Wealth Advisors
CM Wealth Advisors (CMWA) is a wealth management firm based in Beachwood, United States. Established in 1983, the firm seeks to serve high-net-worth individuals, and multi-generational families, as well as foundations and endowments. CMWA offers investment and wealth management services including estate planning, tax planning, and cash flow management; provides record-keeping and reporting services, risk management and lifestyle management, and administration of philanthropic programs. Additionally, the firm provides specialized consulting services. The Firm's investments are governed by the executive management team. This firm is a Registered Investment Adviser (RIA).
Registered with the SEC
Form ADV · 2026-03 · CRD 119467- Regulatory AUM
- —
- Private fund assets
- $1.6B
- Private funds
- 30 · 21 private equity, 9 other
- Staff
- 24
- Registered office
- BEACHWOOD, OH
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as CM WEALTH ADVISORS LLC).
- ·Watchlist + alerts for CM Wealth Advisors's activity
Portfolio
No portfolio companies for CM Wealth Advisors are on record yet. Positions surface from round participations, filings, and coverage.
Funds
2 recorded- CM Wealth Private Investment Strategies LLC2024$10.4M
- CM Wealth, a series of GCR JK LLC2022$200K
$10.6M raised across the 2 funds that report a size
Partners, principals, and the people who answer a pitch. Pro members reveal contacts with credits.
Frequently asked
- What is CM Wealth Advisors's AUM?
- CM Wealth Advisors manages approximately $3K in assets.