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Type	Result	AUM

Paul Bodnar
Firm	CM Wealth Advisors LLC
Address	2000 Auburn Drive Suite 400 Beachwood, OH 44122
Source

Associated Funds	Form D	Role	2011 - 2026	Raised	AUM
CM Wealth Advisors LLC
CMWA Private Opportunities Fund IV	021-567123	Executive Officer		46.0 M	46.3 M
CMWA Private Equity 2024-25 LLC	021-531049	Executive Officer		81.5 M of 100.0 M	93.6 M
CMWA Private Investment Strategies LLC	021-567125	Executive Officer		2.5 M	25.9 M
CMWA Private Equity 2022 LLC	021-440614	Executive Officer		84.9 M of 100.0 M	95.3 M
CMWA Private Equity 2021	021-406517	Executive Officer		40.4 M of 50.0 M	46.4 M
CMWA Private Opportunities II	021-406520	Executive Officer		28.6 M of 50.0 M	26.3 M
CMWA Private Equity 2020	021-372938	Executive Officer		28.9 M of 50.0 M	33.4 M
CM Wealth Private Investment Strategies LLC	021-557966	Executive Officer		7.9 M
CM Wealth Private Investment Strategies LLC	021-556379	Executive Officer		7.9 M
CMWA Private Opportunities IV LLC	021-552203	Executive Officer		29.7 M
CMWA Private Opportunities IV LLC	021-547389	Executive Officer		12.9 M
CM Wealth Private Investment Strategies LLC	021-543245	Executive Officer		2.5 M
CM Wealth Private Investment Strategies LLC	021-532865	Executive Officer		3.4 M
CM Wealth Private Investment Strategies LLC	021-529301	Executive Officer		10.4 M
CMWA Private Equity 2024 LLC	021-521343	Executive Officer		51.0 M of 100.0 M
CMWA Private Equity 2024 LLC	021-506787	Executive Officer		21.2 M of 100.0 M

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