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CMS WEALTH MANAGEMENT

WAYNE, PA · CRD 105903 · IAPD ↗ · cms-advisors.com · 610-254-0001

$396.9MRegulatory AUM
4Advisory reps
8Employees
0Clients
51-100Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
December 2025 — CMS WEALTH MANAGEMENT (WAYNE, PA) left the SEC roster (was $396.9M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.