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CM Wealth Advisors LLC

Headquartered in BEACHWOOD, OH

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Firm Information

CM Wealth Advisors LLC is an investment advisor registered with the SEC, located in BEACHWOOD, OH. The firm offers a range of advisory services, including financial planning, educational seminars, selection of other advisors, and portfolio management for individuals, businesses, and pooled investment vehicles. They manage assets for a variety of client types, including high-net-worth individuals, pooled investment vehicles, and charitable organizations. The firm currently manages over $3 billion in assets.

CM Wealth Advisors LLC

2000 AUBURN DRIVE

BEACHWOOD, OH 44122-4327

$3.24B

Assets Under Management

4

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

% of assets monitored

Branch Locations (1)

CM WEALTH ADVISORS LLC has a total of 1 branch locations across the country.
location

BEACHWOOD, OH

Advisors at CM Wealth Advisors LLC

View All 3 Advisors
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Douglas John Smorag

PFS®, RA

BEACHWOOD, OH

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Amy Ruth Lorius

CFP®, RA

BEACHWOOD, OH

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Benjamin Wallace

CFA®, RA

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Nicholas James Evans

RA

BEACHWOOD, OH

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Aileen Patricia Bost

CFP®, RA

BEACHWOOD, OH

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Disclosures

There are no public disclosures for CM Wealth Advisors LLC.

Frequently Asked Questions (6)

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