CM WEALTH ADVISORS LLC

2000 Auburn Drive
Suite 400
Beachwood, Ohio 44122-4327
Tel: 216-831-9667

About CM WEALTH ADVISORS LLC

CM WEALTH ADVISORS LLC, formally registered with the SEC as CM WEALTH ADVISORS LLC. The firm was established in 10/15/2003. They have over 1 offices throughout the country.

CM WEALTH ADVISORS LLC is a Beachwood, Ohio based Financial Planning firm with nearly $3,236,591,668 assets under management, offering retirement planning & investment advisory services to 581 clients. The firm is staffed with 23 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	119467
SEC#	801-62376
Assets Managed by Firm	$3,236,591,668
No. of Clients	581
No. of Advisors	23

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (% OF ASSETS MONITORED)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	581	$3,236,591,668
Individuals (other than high net worth individuals)	29	$6,024,422
High net worth individuals	139	$1,505,197,344
Charitable organizations	11	$246,729,247

More Retirement Planning firms in Beachwood, Ohio:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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