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
	Filed 2025-12-17 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE	CMWA Private Equity 2024-25 LLC	[2025-03-26]	81.5 M	93.6 M
	Offered $100,000,000 · Filed 2024-12-04 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining $18,520,000 · Duration One year or less · Revenue Decline to Disclose
PE	CMWA Private Investment Strategies LLC	[2025-03-26]	2.5 M	25.9 M
	Filed 2025-12-17 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE	CMWA Private Opportunities Fund III	[2024-03-18]	45.3 M	47.1 M
	Filed 2024-01-03 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE	CMWA Private Equity 2022 LLC	[2023-03-21]	84.9 M	95.3 M
	Offered $100,000,000 · Filed 2022-12-28 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $50,000 · Remaining $15,140,000 · Duration One year or less · Revenue Decline to Disclose
PE	CMWA Private Equity 2021	[2022-03-11]	40.4 M	46.4 M
	Offered $50,000,000 · Filed 2021-12-15 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $20,000 · Remaining $9,620,000 · Duration One year or less · Revenue Decline to Disclose
PE	CMWA Private Opportunities II	[2022-03-11]	28.6 M	26.3 M
	Offered $50,000,000 · Filed 2021-12-15 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $10,000 · Remaining $21,435,000 · Duration One year or less · Revenue Decline to Disclose
PE	CMWA Private Equity 2020	[2021-03-19]	28.9 M	33.4 M
	Offered $50,000,000 · Filed 2020-11-17 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining $21,090,000 · Duration One year or less · Revenue Decline to Disclose
PE	CMWA Private Equity 2019	[2020-03-23]	32.2 M	35.3 M
	Offered $50,000,000 · Filed 2019-12-03 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining $17,762,500 · Duration One year or less · Revenue Decline to Disclose
PE	CMWA Private Equity 2018 LLC	[2019-03-27]	35.5 M	34.7 M
	Offered $50,000,000 · Filed 2018-12-11 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining $14,483,000 · Duration One year or less · Revenue Decline to Disclose
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
David Thomas	Executive Officer	236	7
Thomas David	Director, Executive Officer	26	3
John Koch	Executive Officer	25	3
Douglas Smorag	Director, Executive Officer	174	2
Neal Colby	Director, Executive Officer	153	2
Cynthia Resch	Executive Officer	148	2
R McCreery	Executive Officer	133	2
James Wert	Director, Executive Officer	50	2
William O'Neill	Director, Executive Officer	32	2
Cynthia Koury	Executive Officer	25	2
John Kohl	Director, Executive Officer	21	2
A Anderson	Executive Officer	20	2
John Batt	Executive Officer	19	2
Paul Bodnar	Executive Officer	16	2
Deborah Jira	Director, Executive Officer	16	2
Baiju Shah	Executive Officer	12	2
William O'Neill Jr	Executive Officer	9	2
Benjamin Wallace	Executive Officer	9	2
Stacie Switzer	Executive Officer	5	2
Terry Vance	Executive Officer	4	2
Mark Teague	Executive Officer	3	2
Michael Martin PhD	Director	2	2
Ronald Harrington	Director	2	2
Karen Greco	Executive Officer	6	1
Doublas Smorag	Executive Officer	1	1
Carmen Bozic MD	Director	1	1
Jeffrey Edelson MD	Executive Officer	1	1
Charles McOsker PhD	Executive Officer	1	1
Dougls Smorag	Executive Officer	1	1
Robert Reitman	Director	1	1
Graeme Martin	Director	1	1
Graeme Martin PhD	Director	1	1
Theodore Torphy PhD	Executive Officer	1	1
Jonathan Stamler MD	Director	1	1
Ted Torphy PhD	Executive Officer	1	1
David U'Prichard PhD	Director	1	1
Achilles Demetriou MD PhD Facs	Director	1	1

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