RIA Intel›Advisers›Ohio›CM WEALTH ADVISORS LLC

CM WEALTH ADVISORS LLC

Advisory

N·BEACHWOOD, OH

Data as of Mar 24, 2026 · Source: SEC Form ADV

Total AUM

$3.6B

1-Year AUM Growth

+5.2%

3-Year CAGR

-1.2%

Employees

11

Assets Under Management

Total AUM$3.6B

Discretionary AUM$3.4B

Non-Discretionary AUM$166M

Discretionary %95.4%

Total Clients218

Team

Total Employees11

Investment Advisers24

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record37

First FilingSep 15, 2003

Latest FilingMar 24, 2026

🔒 Full AUM trend chart and 37 historical filings spanning 23+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CM WEALTH ADVISORS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.