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CM Wealth Advisors LLC
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CRD # | 119467 |
SEC # | 801-62376 |
CIK # | 0001764581 |
AUM | $3.0 BB (2023-03-21) |
Employees | 22 (45% Investors, 0% Brokers) |
Phone | 216-831-9667 |
Address | 2000 Auburn Drive Beachwood, OH 44122-4327 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
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LECO | 7.3 | 0.0 | |
CMG | 36.0 | 0.0 | |
V | 419.3 | 0.0 | |
TDG | 29.1 | 0.0 | |
ISRG | 72.5 | 0.0 | |
NOC | 72.2 | 0.0 | |
ILMN | 29.4 | 0.0 | |
LULU | 35.6 | 0.0 | |
NVDA | 399.6 | 0.0 | |
WCN | 31.3 | 0.0 | |
View All |
Holdings by Sector ($BB) |
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AUM Breakdown | Accounts | AUM ($BB) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 28 | 0.0 |
(b) Individuals (high net worth individuals) | 130 | 1.3 |
(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 | 1.4 |
(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 | 558 | 3.0 |
By Discretionary | ||
Discretionary | 547 | 2.9 |
Non-Discretionary | 11 | 0.1 |
Total | 558 | 3.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 3.0 | |
Total | 558 | 3.0 |
Form D Directors | # Filings | # Firms | 2011 - 2023 | |
---|---|---|---|---|
David Thomas | 221 | |||
Thomas David | 26 | |||
John Koch | 24 | |||
Douglas Smorag | 37 | |||
James Wert | 31 | |||
Cynthia Koury | 25 | |||
William ONeill | 23 | |||
John Kohl | 21 | |||
A Anderson | 20 | |||
John Batt | 19 | |||
View All |
EDGAR Form | CIK | 2011 - 2023 |
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13F-HR | [0001764581] |
Comparable Firms | State | AUM ($BB) |
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J Safra Asset Management Corporation
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|
NY | 3.6 |
Manchester Capital Management LLC
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|
VT | 3.2 |
Three Bell Capital LLC
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|
CA | 2.7 |
Stelac Advisory Services LLC
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|
NY | 2.7 |
Private Capital Management LLC
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|
CO | 1.5 |
Foresight Wealth Management LLC
✚
|
UT | 1.3 |
Rays Capital Partners Limited
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|
0.7 | |
The Estate Planners Group LLC
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|
PA | 0.3 |
Wave Digital Assets LLC
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|
CA | 0.2 |
Preston Wealth Advisors LLC
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|
VA | 0.2 |