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CM WEALTH ADVISORS LLC
CRD 119467File 801-62376
APPROVED
Retail clients
Custody
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.60B
Top 25% of cohort (national)
Discretionary AUM
$3.43B
Non-discretionary $166.4M
Clients
244
680 accounts
Employees
24
Top 25% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Oct 15, 2003
- Principal office
- 2000 AUBURN DRIVE, SUITE 400, BEACHWOOD, OH, 44122-4327
- Phone
- 216-831-9667
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.60B
- Discretionary AUM
- $3.43B
- Non-discretionary AUM
- $166.4M
- Discretionary accounts
- 670
- Non-discretionary accounts
- 10
- Total accounts
- 680
- AUM per client
- $14.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 11 | $245.9M |
| High net worth individuals | 131 | $1.79B |
| Pooled investment vehicles | 29 | $1.55B |
| Individuals (other than high net worth individuals) | 73 | $14.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — % OF ASSETS MONITORED
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.