CM Wealth Advisors LLC
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
FINTRXOverview
CM Wealth Advisors LLC is an independent, SEC-registered registered investment adviser (since 2003) organized as an LLC and owned by an individual. The firm serves both individual & family and institutional clients and operates as a capital allocator and sponsor/GP/managing member of pooled investment vehicles. Its advisory services include financial planning, portfolio management for individuals, small businesses, pooled vehicles and institutions, selection of other advisers, and educational seminars. Fee arrangements are mixed (percentage of AUM, hourly, fixed and other). CM Wealth Advisors identifies as not actively incorporating ESG in its investment approach. The firm was named among Top RIA Firms by FA Magazine in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds61%
- Derivatives29%
- Exchange Traded Equities7%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
Owners & executives
3 of 5
Douglas Smorag
Chief Operating OfficerCRD 4586700
Robert Mccreery
CEO & Managing MemberCRD 7236729
Neal Colby
Chief Compliance Officer And Chief Financial OfficerCRD 6927206
Contacts
3 of 6
Amy Lorius
Senior Client Service DirectorCRD 7255920
Benjamin Wallace
Director of InvestmentsCRD 7929361
James Wert
ChairmanCRD 1468130
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 46Active vs passive
$390M in ETFs
94%
$368M
0%
$22.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES S&P 100 ETF (OEF) | BlackRock | Passive | Large Blend | $88M | 240,621 | 22.56% |
Location
Beachwood, OH
Cuyahoga
Location
Beachwood, OH
Headquartered in Beachwood, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Cuyahoga
- Address
- 2000 Auburn Dr
- Time zone
- ET (UTC-5)
- Office locations
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