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CM WEALTH ADVISORS LLC

BEACHWOOD, OH · CRD 119467 · IAPD ↗ · cmwealthadvisors.com · 216-831-9667

$3.60BRegulatory AUM
11Advisory reps
24Employees
5Clients
101-250Planning clients
30Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
April 2026 — CM WEALTH ADVISORS LLC notice-filed in CO, MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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