Data / Investment advisers / Ohio / CM Wealth Advisors LLC
CM Wealth Advisors LLC, Beachwood, OH: $3.6 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
CM Wealth Advisors LLC is an SEC registered investment adviser with its main office in Beachwood, Ohio and reports $3.6 billion in regulatory assets under management in its Form ADV filed March 24, 2026. Its clients include high net worth individuals, pooled investment vehicles and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees. It advises 30 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 119467
- SEC file number
- 801-62376
- SEC status
- Approved, effective October 15, 2003
- Main office
- 2000 Auburn Drive Suite 400, Beachwood, OH 44122
- Phone
- (216) 831-9667
- Website
- cmwealthadvisors.com
- Regulatory AUM
- $3,597,372,487 in the Form ADV filed March 24, 2026
- Discretionary AUM
- $3,430,973,885
- Non discretionary AUM
- $166,398,602
- Accounts
- 680
- Employees
- 24, of which 11 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, other fees
- Private funds
- 30: 21 private equity funds, 9 other private funds
- Gross assets of private funds
- $1,550,081,217
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 24, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 131 | $1.79 billion |
| Pooled investment vehicles | 29 | $1.55 billion |
| Charitable organizations | 11 | $245.9 million |
| Individuals (other than high net worth individuals) | 73 | $14.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $3.60 billion | March 24, 2026 |
| December 1, 2025 | $3.40 billion | March 26, 2025 |
Other advisers in Beachwood
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Stratos Wealth Partners, LTD | Beachwood | $18.65 billion | Not listed | adviserinfo.sec.gov |
| Oneseven | Beachwood | $7.72 billion | Not listed | adviserinfo.sec.gov |
| Org Portfolio Management LLC | Beachwood | $6.38 billion | 5 | adviserinfo.sec.gov |
| Stratos Wealth Advisors LLC | Beachwood | $5.57 billion | Not listed | adviserinfo.sec.gov |
| Stratos Investment Management, LLC | Beachwood | $3.31 billion | Not listed | adviserinfo.sec.gov |
| Van Cleef Asset Management Inc | Beachwood | $1.21 billion | Not listed | adviserinfo.sec.gov |
| Winslow Asset Management Inc | Beachwood | $626.7 million | Not listed | adviserinfo.sec.gov |
| Adaptive Financial Consulting, LLC | Beachwood | $547.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Beachwood, OH
- Investment advisers in Ohio
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- CM Wealth Advisors LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.