CM Wealth Advisors LLC

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CM Wealth Advisors LLC ✚
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) 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
	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
PE	CMWA Private Equity 2017	[2018-03-28]	40.2	44.4
PE	CMWA Private Equity 2016 LLC	[2017-03-29]	33.8	36.0
PE	CMWA Private Equity 2015	[2016-03-24]	31.6	38.6
PE	CMWA Private Equity 2014	[2015-03-27]	20.4	14.0
PE	CMWA Biomotiv	[2014-03-28]	145.7	1.1
PE	CMWA Private Equity 2012	[2014-03-28]	21.3	13.8
PE	Clanco Opportunities II Partnership LLC	[2012-03-30]	3.1	12.3
PE	Clanco Opportunities Partnership LLC	[2012-03-30]		2.1
PE	Clanco OPPS I Annex LLC	2012-03-30		1.0
PE	Clanco Partners CIP	2012-03-30		0.0
PE	Clanco Partners IV	2012-03-30		1.5
PE	Clanco Partners IX	2012-03-30		0.9
PE	Clanco Partners SG LLC	2012-03-30		0.0
PE	Clanco Partners VII	2012-03-30		0.0
PE	Clanco Partners Xi	2012-03-30		0.0
PE	Clanco Partners XII	2012-03-30		0.0
PE	Clanco Partners XIII	2012-03-30		0.0
PE	Clanco Partners XIV	2012-03-30		1.6
PE	Clanco Private Equity 2004 LLC	2012-03-30		0.0
PE	Clanco Private Equity 2005 LLC	2012-03-30		0.5
PE	Clanco Private Equity 2006 LLC	[2012-03-30]		2.7
PE	Clanco Private Equity 2007 LLC	[2012-03-30]		1.6
PE	Clanco Private Equity 2010 LLC	2012-03-30		0.9
PE	Clanco S/G BRIC Fund LLC	[2012-03-30]		1.7
Other	CMWA Capital Appreciation Fund LLC	2012-03-30		236.3
Other	CMWA Capital Appreciation NQ	[2012-03-30]		38.0
Other	CMWA Common Sense Partners LLC	2012-03-30		21.2
Other	CMWA Crestline Partners LLC	2012-03-30		0.9
HF	CMWA CSI Opportunities	[2012-03-30]	15.6	15.1
Other	CMWA Defensive Strategies Partnership	[2012-03-30]	45.0	40.8
Other	CMWA Emerging Markets Partnership	2012-03-30		48.9
Other	CMWA Foreign Developed Partnership	[2012-03-30]	83.4	74.2
Other	CMWA International Small Cap Partnership LLC	[2012-03-30]	42.8	44.7
Other	CMWA Large Cap Partnership LLC	[2012-03-30]	61.6	58.1
Other	CMWA Micro Cap Fund LLC	2012-03-30		153.8
Other	CMWA Mid Cap Partnership LLC	[2012-03-30]	192.3	180.1
PE	CMWA Private Equity 2011 LLC	[2012-03-30]	19.0	5.4
Other	CMWA Small Cap Fund LLC	2012-03-30		113.4

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]

Comparable Firms	State	AUM ($B)
Palisade Capital Management LP ✚	NJ	4.2
Stelac Advisory Services LLC ✚	NY	4.1
Manchester Capital Management LLC ✚	VT	3.5
Private Capital Management LLC ✚	CO	1.5
Institute for Wealth Management LLC ✚	CO	1.2
Rays Capital Partners Limited ✚		0.4
The Estate Planners Group LLC ✚	PA	0.4
Everstar Asset Management LLC ✚	NC	0.3
Preston Wealth Advisors LLC ✚	VA	0.3
Raison Asset Management Corp ✚		0.2

CM Wealth Advisors LLC

Assets, Funds, Holdings