CM Wealth Advisors LLC

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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) Copy

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
PE	CMWA Private Opportunities I	[2019-03-27]	11.5 M	9.6 M
PE	CMWA Private Equity 2017	[2018-03-28]	21.7 M	33.7 M
PE	CMWA Private Equity 2016 LLC	[2017-03-29]	19.0 M	39.3 M
PE	CMWA Private Equity 2015	[2016-03-24]	28.0 M	36.3 M
PE	CMWA Private Equity 2014	[2015-03-27]	19.5 M	12.3 M
PE	CMWA Biomotiv	[2014-03-28]	21.0 M	0.9 M
PE	CMWA Private Equity 2012	[2014-03-28]	21.3 M	13.2 M
PE	Clanco Opportunities II Partnership LLC	[2012-03-30]	3.1 M	11.7 M
PE	Clanco Opportunities Partnership LLC	[2012-03-30]		1.5 M
PE	Clanco OPPS I Annex LLC	2012-03-30		1.2 M
PE	Clanco Partners CIP	2012-03-30
PE	Clanco Partners IV	2012-03-30		1.5 M
PE	Clanco Partners IX	2012-03-30		0.9 M
PE	Clanco Partners SG LLC	2012-03-30
PE	Clanco Partners VII	2012-03-30
PE	Clanco Partners Xi	2012-03-30
PE	Clanco Partners XII	2012-03-30		0.0 M
PE	Clanco Partners XIII	2012-03-30		0.0 M
PE	Clanco Partners XIV	2012-03-30		1.6 M
PE	Clanco Private Equity 2004 LLC	2012-03-30
PE	Clanco Private Equity 2005 LLC	2012-03-30		0.5 M
PE	Clanco Private Equity 2006 LLC	[2012-03-30]		2.7 M
PE	Clanco Private Equity 2007 LLC	[2012-03-30]		1.6 M
PE	Clanco Private Equity 2010 LLC	2012-03-30		0.9 M
PE	Clanco S/G BRIC Fund LLC	[2012-03-30]		1.7 M
Other	CMWA Capital Appreciation Fund LLC	2012-03-30		265.4 M
Other	CMWA Capital Appreciation NQ	[2012-03-30]		19.6 M
Other	CMWA Common Sense Partners LLC	2012-03-30		21.2 M
Other	CMWA Crestline Partners LLC	2012-03-30		0.9 M
HF	CMWA CSI Opportunities	[2012-03-30]	11.6 M	15.1 M
Other	CMWA Defensive Strategies Partnership	[2012-03-30]	12.5 M	48.0 M
Other	CMWA Emerging Markets Partnership	2012-03-30		51.8 M
Other	CMWA Foreign Developed Partnership	[2012-03-30]	30.7 M	94.1 M
Other	CMWA International Small Cap Partnership LLC	[2012-03-30]	24.2 M	44.7 M
Other	CMWA Large Cap Partnership LLC	[2012-03-30]	22.0 M	39.8 M
Other	CMWA Micro Cap Fund LLC	2012-03-30		153.7 M
Other	CMWA Mid Cap Partnership LLC	[2012-03-30]	152.4 M	143.6 M
PE	CMWA Private Equity 2011 LLC	[2012-03-30]	19.0 M	4.9 M
Other	CMWA Small Cap Fund LLC	2012-03-30		85.4 M

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	# Filings	# Firms
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

CM Wealth Advisors LLC

Assets, Funds, Holdings