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CM WEALTH ADVISORS LLC

dba CM WEALTH ADVISORS LLC · CRD 119467 · Registered Investment Adviser

Custody via related personManages private funds

CM WEALTH ADVISORS LLC is a Registered Investment Adviser headquartered in BEACHWOOD, OH. The firm reports $3,597,372,487 in regulatory assets under management across 680 accounts, and manages 30 private fund(s). It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$3,430,973,885
Non-discretionary$166,398,602
Total RAUM$3,597,372,487
Accounts680

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 119467. adviserinfo.sec.gov/firm/summary/119467.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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