|
⚲
|
| Keyboard |
| CM Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 119467 |
| SEC # | 801-62376 |
| CIK # | 0001764581 |
| AUM | 3.6 B (2026-03-24) |
| Employees | 24 (46% Investors, 0% Brokers) |
| Phone | 216-831-9667 |
| Address | 2000 Auburn Drive Beachwood, OH 44122-4327 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Lincoln Electric Holdings Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Apple Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Netflix Inc | 0.0 | ||
| Visa Inc | 0.0 | ||
| Park Ohio Holdings Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | CMWA Private Opportunities Fund IV | [2026-03-24] | 46.0 M | 46.3 M |
| PE | CMWA Private Equity 2024-25 LLC | [2025-03-26] | 81.5 M | 93.6 M |
| PE | CMWA Private Investment Strategies LLC | [2025-03-26] | 2.5 M | 25.9 M |
| PE | CMWA Private Opportunities Fund III | [2024-03-18] | 222.8 M | 47.1 M |
| PE | CMWA Private Equity 2022 LLC | [2023-03-21] | 59.8 M | 95.3 M |
| PE | CMWA Private Equity 2021 | [2022-03-11] | 34.5 M | 46.4 M |
| PE | CMWA Private Opportunities II | [2022-03-11] | 21.0 M | 26.3 M |
| PE | CMWA Private Equity 2020 | [2021-03-19] | 21.4 M | 33.4 M |
| PE | CMWA Private Equity 2019 | [2020-03-23] | 19.5 M | 35.3 M |
| PE | CMWA Private Equity 2018 LLC | [2019-03-27] | 7.0 M | 34.7 M |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 73 | 0.0 |
| (b) Individuals (high net worth individuals) | 131 | 1.8 |
| (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 | 29 | 1.6 |
| (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 | 680 | 3.6 |
| By Discretionary | ||
| Discretionary | 670 | 3.4 |
| Non-Discretionary | 10 | 0.2 |
| Total | 680 | 3.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.6 | |
| Total | 680 | 3.6 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| David Thomas | 236 | 7 | ||
| Thomas David | 26 | 3 | ||
| John Koch | 25 | 3 | ||
| Douglas Smorag | 167 | 2 | ||
| Neal Colby | 146 | 2 | ||
| Cynthia Resch | 141 | 2 | ||
| R McCreery | 127 | 2 | ||
| James Wert | 49 | 2 | ||
| William ONeill | 32 | 2 | ||
| Cynthia Koury | 25 | 2 | ||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001764581] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $2.3B |
| Clients | 5 |
| Serves | Institutional, Retail, Research |
| Fund Types | Hedge Fund, Private Equity |
| Comparable Firms | State | AUM |
|---|---|---|
|
Stelac Advisory Services LLC
✚
|
NY | 6.3 B |
|
B Riley Wealth Advisors Inc
✚
|
TN | 4.2 B |
|
Palisade Capital Management LP
✚
|
NJ | 3.9 B |
|
Institute for Wealth Management LLC
✚
|
CO | 1.4 B |
|
Almanack Investment Partners LLC
✚
|
PA | 945.9 M |
|
Rays Capital Partners Limited
✚
|
547.2 M | |
|
The Estate Planners Group LLC
✚
|
PA | 422.1 M |
|
Everstar Asset Management LLC
✚
|
NC | 336.7 M |
|
Preston Wealth Advisors LLC
✚
|
VA | 286.0 M |
|
Colarion LLC
✚
|
AL | 188.3 M |