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| Happy Holidays!! thanks for using AUM13F!! |
| CM Wealth Advisors LLC
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| CRD # | 119467 |
| SEC # | 801-62376 |
| CIK # | 0001764581 |
| AUM | $3.4 B (2025-03-26) |
| Employees | 22 (50% Investors, 0% Brokers) |
| Phone | 216-831-9667 |
| Address | 2000 Auburn Drive Beachwood, OH 44122-4327 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Lincoln Electric Holdings Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Apple Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Park Ohio Holdings Corp | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | CMWA Private Equity 2024-25 LLC | [2025-03-26] | 81.5 | 87.3 |
| PE | CMWA Private Investment Strategies LLC | [2025-03-26] | 10.4 | 13.8 |
| PE | CMWA Private Opportunities Fund III | [2024-03-18] | 45.3 | 46.3 |
| PE | CMWA Private Equity 2022 LLC | [2023-03-21] | 84.9 | 89.5 |
| PE | CMWA Private Equity 2021 | [2022-03-11] | 40.4 | 44.8 |
| PE | CMWA Private Opportunities II | [2022-03-11] | 28.6 | 28.7 |
| PE | CMWA Private Equity 2020 | [2021-03-19] | 28.9 | 36.9 |
| PE | CMWA Private Equity 2019 | [2020-03-23] | 32.2 | 35.9 |
| PE | CMWA Private Equity 2018 LLC | [2019-03-27] | 35.5 | 31.4 |
| PE | CMWA Private Opportunities I | [2019-03-27] | 20.0 | 11.3 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 32 | 0.0 |
| (b) Individuals (high net worth individuals) | 147 | 1.6 |
| (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 | 28 | 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 | 614 | 3.4 |
| By Discretionary | ||
| Discretionary | 600 | 3.2 |
| Non-Discretionary | 14 | 0.2 |
| Total | 614 | 3.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.4 | |
| Total | 614 | 3.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| David Thomas | 233 | |||
| Thomas David | 26 | |||
| John Koch | 25 | |||
| Douglas Smorag | 124 | |||
| Cynthia Resch | 103 | |||
| Neal Colby | 103 | |||
| R McCreery | 92 | |||
| James Wert | 41 | |||
| William ONeill | 30 | |||
| Cynthia Koury | 25 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001764581] |
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|---|---|---|
|
Palisade Capital Management LP
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NJ | 4.2 |
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Stelac Advisory Services LLC
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NY | 4.1 |
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VT | 3.5 |
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Private Capital Management LLC
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CO | 1.5 |
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CO | 1.2 |
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Rays Capital Partners Limited
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0.4 | |
|
The Estate Planners Group LLC
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|
PA | 0.4 |
|
Everstar Asset Management LLC
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|
NC | 0.3 |
|
Preston Wealth Advisors LLC
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VA | 0.3 |
|
Raison Asset Management Corp
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|
0.2 |