CM WEALTH ADVISORS LLC
SEC Form ADV profile.
Total regulatory AUM
$3,597,372,487
Discretionary
$3,430,973,885
Non-discretionary
$166,398,602
Firm details
- CRD number
- 119467
- SEC file number
- 801-62376
- Main office
- BEACHWOOD, OH, United States
- Employees
- 24
- SEC status
- Approved
- Website
- HTTPS://WWW.CMWEALTHADVISORS.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees Other
As of October 2026.