Cm Wealth Advisors LLC
Beachwood, OH·SEC-registered · CRD #119467
Cm Wealth Advisors LLC is an SEC-registered investment advisory firm in Beachwood, OH managing $3.6B across 690 client accounts, with 11 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$3.6B
Client accounts
690
Advisory staff
11
Fee model
Fee-based
How Cm Wealth Advisors LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Cm Wealth Advisors LLC
How much does Cm Wealth Advisors LLC manage?
Per its most recent SEC Form ADV filing (03/24/2026), Cm Wealth Advisors LLC reports $3.6B in regulatory assets under management across roughly 690 client accounts.
How does Cm Wealth Advisors LLC charge?
Cm Wealth Advisors LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Cm Wealth Advisors LLC a fiduciary?
Yes. Cm Wealth Advisors LLC is registered with the U.S. Securities and Exchange Commission (CRD #119467), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Cm Wealth Advisors LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Cm Wealth Advisors LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Beachwood, OH
Profile compiled from Cm Wealth Advisors LLC's public SEC Form ADV filing (CRD #119467, filed 03/24/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Cm Wealth Advisors LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Cm Wealth Advisors LLC? Claim this profile.