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| CM Wealth Advisors LLC
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| |
|---|---|
| CRD # | 119467 |
| SEC # | 801-62376 |
| CIK # | 0001764581 |
| AUM | $3.2 BB (2024-07-17) |
| Employees | 23 (43% Investors, 0% Brokers) |
| Phone | 216-831-9667 |
| Address | 2000 Auburn Drive Beachwood, OH 44122-4327 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| LECO | 7.3 | 0.0 | |
| MSFT | 1,918.2 | 0.0 | |
| PKOH | 0.2 | 0.0 | |
| AAPL | 2,382.8 | 0.0 | |
| NVDA | 399.6 | 0.0 | |
| PG | 338.1 | 0.0 | |
| XOM | 385.5 | 0.0 | |
| PEP | 226.8 | 0.0 | |
| NSC | 54.0 | 0.0 | |
| CVX | 294.6 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | CMWA Private Opportunities Fund III | [2024-03-18] | 45.3 | 43.9 |
| PE | CMWA Private Equity 2022 LLC | [2023-03-21] | 84.9 | 85.9 |
| PE | CMWA Private Equity 2021 | [2022-03-11] | 40.4 | 45.2 |
| PE | CMWA Private Opportunities II | [2022-03-11] | 28.6 | 31.6 |
| PE | CMWA Private Equity 2020 | [2021-03-19] | 28.9 | 34.6 |
| PE | CMWA Private Equity 2019 | [2020-03-23] | 32.2 | 45.2 |
| PE | CMWA Private Equity 2018 LLC | [2019-03-27] | 35.5 | 35.6 |
| PE | CMWA Private Opportunities I | [2019-03-27] | 20.0 | 12.7 |
| PE | CMWA Private Equity 2017 | [2018-03-28] | 40.2 | 41.2 |
| PE | CMWA Private Equity 2016 LLC | [2017-03-29] | 33.8 | 37.2 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 29 | 0.0 |
| (b) Individuals (high net worth individuals) | 139 | 1.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 27 | 1.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 11 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 581 | 3.2 |
| By Discretionary | ||
| Discretionary | 571 | 3.1 |
| Non-Discretionary | 10 | 0.1 |
| Total | 581 | 3.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.2 | |
| Total | 581 | 3.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| David Thomas | 229 | |||
| Thomas David | 26 | |||
| John Koch | 25 | |||
| Douglas Smorag | 96 | |||
| Cynthia Resch | 79 | |||
| Neal Colby | 76 | |||
| R McCreery | 67 | |||
| James Wert | 39 | |||
| William ONeill | 30 | |||
| Cynthia Koury | 25 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001764581] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Palisade Capital Management LP
✚
|
NJ | 4.2 |
|
Stelac Advisory Services LLC
✚
|
NY | 3.9 |
|
Manchester Capital Management LLC
✚
|
VT | 3.7 |
|
J Safra Asset Management Corporation
✚
|
NY | 3.7 |
|
Three Bell Capital LLC
✚
|
TX | 3.2 |
|
Rays Capital Partners Limited
✚
|
0.5 | |
|
The Estate Planners Group LLC
✚
|
PA | 0.3 |
|
Preston Wealth Advisors LLC
✚
|
VA | 0.2 |
|
Upright Financial Corp
✚
|
NJ | 0.1 |
|
Raison Asset Management Corp
✚
|
0.1 |