CM Wealth Advisors LLC

RIASEC Registered

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, individual-owned advisory firm organized as an LLC. The firm is registered with the SEC (registration year 2003) and serves both high-net-worth individuals/families and institutional clients. Its advisory offerings span financial planning, discretionary portfolio management for individuals, small businesses and institutions, management of pooled investment vehicles, selection of outside advisers, and educational seminars. The firm also identifies itself as a capital allocator and lists accounting among its business activities. Fee arrangements are varied and include asset-based fees, hourly charges, fixed fees and other fee structures. CM Wealth Advisors received recognition in FA Magazine’s 2020 Top RIA Firms list.