Active
CM WEALTH ADVISORS LLC
Investment Advice|BEACHWOOD, OH
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$3.4B
Total AUM
| Category | Value |
|---|---|
| Discretionary | 3.2B |
| Non-Discretionary | 156.4M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 119467 |
| SEC Number | 801-62376 |
| Street Address | 2000 AUBURN DRIVE |
| Street Address 2 | SUITE 400 |
| Location | BEACHWOOD, OH 44122-4327 |
| Country | United States |
| Phone | 216-831-9667 |
| Fax | 216-831-3779 |
| Total Employees | 22 |
| Business Types | accountant |
Client Count by Type (218 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 147 |
| Individuals (other than H… | 32 |
| Pooled Investment Vehicle… | 28 |
| Charitable Organizations | 11 |
Community Partners
BROOKLYN HEIGHTS VILLAGE
CITY OF BAY VILLAGE
CITY OF BEACHWOOD
CITY OF BEDFORD
CITY OF BEDFORD HEIGHTS
CITY OF BEREA
CITY OF BRECKSVILLE
CITY OF BROADVIEW HEIGHTS
CITY OF BROOKLYN
CITY OF BROOK PARK
CITY OF CLEVELAND
CITY OF CLEVELAND HEIGHTS
CITY OF EAST CLEVELAND
CITY OF EUCLID
CITY OF FAIRVIEW PARK
CITY OF GARFIELD HEIGHTS
CITY OF HIGHLAND HEIGHTS
CITY OF INDEPENDENCE
CITY OF LAKEWOOD
CITY OF LYNDHURST
BROOKLYN HEIGHTS VILLAGE
CITY OF BAY VILLAGE
CITY OF BEACHWOOD
CITY OF BEDFORD
CITY OF BEDFORD HEIGHTS
CITY OF BEREA
CITY OF BRECKSVILLE
CITY OF BROADVIEW HEIGHTS
CITY OF BROOKLYN
CITY OF BROOK PARK
CITY OF CLEVELAND
CITY OF CLEVELAND HEIGHTS
CITY OF EAST CLEVELAND
CITY OF EUCLID
CITY OF FAIRVIEW PARK
CITY OF GARFIELD HEIGHTS
CITY OF HIGHLAND HEIGHTS
CITY OF INDEPENDENCE
CITY OF LAKEWOOD
CITY OF LYNDHURST
BROOKLYN HEIGHTS VILLAGE
CITY OF BAY VILLAGE
CITY OF BEACHWOOD
CITY OF BEDFORD
CITY OF BEDFORD HEIGHTS
CITY OF BEREA
CITY OF BRECKSVILLE
CITY OF BROADVIEW HEIGHTS
CITY OF BROOKLYN
CITY OF BROOK PARK
CITY OF CLEVELAND
CITY OF CLEVELAND HEIGHTS
CITY OF EAST CLEVELAND
CITY OF EUCLID
CITY OF FAIRVIEW PARK
CITY OF GARFIELD HEIGHTS
CITY OF HIGHLAND HEIGHTS
CITY OF INDEPENDENCE
CITY OF LAKEWOOD
CITY OF LYNDHURST
Municipal Government
69 Active
69
Organizations
BELLA OAKS NEW COMMUNITY AUTHORITY
BROOK PARK, CITY OF
CHAGRIN/SOUTHEAST COUNCIL OF GOVERNMENTS
CLEVELAND CUYAHOGA COUNTY PORT AUTHORITY
CLEVELAND DEPARTMENT PUBLIC HEALTH
CLEVELAND METROPARKS
CLEVELAND METROPOLITAN PARK DISTRICT
COMMUNITY PARTNERSHIP ON AGING
CONNECT
CUYAHOGA COUNTY ARTS AND CULTURE DISTRICT
CUYAHOGA COUNTY LIBRARY DISTRICT
CUYAHOGA METROPOLITAN HOUSING AUTHORITY
CUYAHOGA SOIL AND WATER CONSERVATION DISTRICT
EASTERN SUBURBAN REG COUNCIL OF GOVTS
FIRST SUBURBS CONSORTIUM COUNCIL OF GOVTS
GREATER CLEVELAND REGIONAL TRANSIT AUTHORITY
GREAT LAKES COUNCIL OF GOVERNMENTS
HEIGHTS AREA SPECIAL RESCUE TEAM
METROHEALTH
NORTHEAST OHIO PUBLIC ENERGY COUNCIL
BELLA OAKS NEW COMMUNITY AUTHORITY
BROOK PARK, CITY OF
CHAGRIN/SOUTHEAST COUNCIL OF GOVERNMENTS
CLEVELAND CUYAHOGA COUNTY PORT AUTHORITY
CLEVELAND DEPARTMENT PUBLIC HEALTH
CLEVELAND METROPARKS
CLEVELAND METROPOLITAN PARK DISTRICT
COMMUNITY PARTNERSHIP ON AGING
CONNECT
CUYAHOGA COUNTY ARTS AND CULTURE DISTRICT
CUYAHOGA COUNTY LIBRARY DISTRICT
CUYAHOGA METROPOLITAN HOUSING AUTHORITY
CUYAHOGA SOIL AND WATER CONSERVATION DISTRICT
EASTERN SUBURBAN REG COUNCIL OF GOVTS
FIRST SUBURBS CONSORTIUM COUNCIL OF GOVTS
GREATER CLEVELAND REGIONAL TRANSIT AUTHORITY
GREAT LAKES COUNCIL OF GOVERNMENTS
HEIGHTS AREA SPECIAL RESCUE TEAM
METROHEALTH
NORTHEAST OHIO PUBLIC ENERGY COUNCIL
BELLA OAKS NEW COMMUNITY AUTHORITY
BROOK PARK, CITY OF
CHAGRIN/SOUTHEAST COUNCIL OF GOVERNMENTS
CLEVELAND CUYAHOGA COUNTY PORT AUTHORITY
CLEVELAND DEPARTMENT PUBLIC HEALTH
CLEVELAND METROPARKS
CLEVELAND METROPOLITAN PARK DISTRICT
COMMUNITY PARTNERSHIP ON AGING
CONNECT
CUYAHOGA COUNTY ARTS AND CULTURE DISTRICT
CUYAHOGA COUNTY LIBRARY DISTRICT
CUYAHOGA METROPOLITAN HOUSING AUTHORITY
CUYAHOGA SOIL AND WATER CONSERVATION DISTRICT
EASTERN SUBURBAN REG COUNCIL OF GOVTS
FIRST SUBURBS CONSORTIUM COUNCIL OF GOVTS
GREATER CLEVELAND REGIONAL TRANSIT AUTHORITY
GREAT LAKES COUNCIL OF GOVERNMENTS
HEIGHTS AREA SPECIAL RESCUE TEAM
METROHEALTH
NORTHEAST OHIO PUBLIC ENERGY COUNCIL
Special District
33 Active
33
Organizations
BAY VILLAGE CITY SCH DIST
BEACHWOOD CITY SCH DIST
BEDFORD CITY SCH DIST
BEREA CITY SCH DIST
BRECKSVILLE-BROADVIEW HEIGHTS
BROADWAY ACADEMY
BROOKLYN CITY SCH DIST
CENTRAL CLEVELAND DROP BACK IN
CHAGRIN FALLS EX VLG SCH DIST
CLEVELAND CENTRAL CATHOLIC HIGH SCHOOL
CLEVELAND CITY SCH DIST
CLEVELAND HEIGHTS UNIVERSITY HEIGHTS CITY SCHOOL DISTRICT
CLEVELAND HEIGHTS UNIVERSITY HEIGHTS PUBLIC LIBRARY
CLEVELAND HGTS-UNIV HGTS CITY SCH DIST
CUYAHOGA COMMUNITY COLLEGE
CUYAHOGA HGTS LOCAL SCH DIST
CUYAHOGA VALLEY CAREER CENTER
EAST CLEVELAND CITY SCH DIST
EDUCATIONAL SERVICE CENTER OF CUYAHOGA COUNTY
EUCLID CITY SCH DIST
BAY VILLAGE CITY SCH DIST
BEACHWOOD CITY SCH DIST
BEDFORD CITY SCH DIST
BEREA CITY SCH DIST
BRECKSVILLE-BROADVIEW HEIGHTS
BROADWAY ACADEMY
BROOKLYN CITY SCH DIST
CENTRAL CLEVELAND DROP BACK IN
CHAGRIN FALLS EX VLG SCH DIST
CLEVELAND CENTRAL CATHOLIC HIGH SCHOOL
CLEVELAND CITY SCH DIST
CLEVELAND HEIGHTS UNIVERSITY HEIGHTS CITY SCHOOL DISTRICT
CLEVELAND HEIGHTS UNIVERSITY HEIGHTS PUBLIC LIBRARY
CLEVELAND HGTS-UNIV HGTS CITY SCH DIST
CUYAHOGA COMMUNITY COLLEGE
CUYAHOGA HGTS LOCAL SCH DIST
CUYAHOGA VALLEY CAREER CENTER
EAST CLEVELAND CITY SCH DIST
EDUCATIONAL SERVICE CENTER OF CUYAHOGA COUNTY
EUCLID CITY SCH DIST
BAY VILLAGE CITY SCH DIST
BEACHWOOD CITY SCH DIST
BEDFORD CITY SCH DIST
BEREA CITY SCH DIST
BRECKSVILLE-BROADVIEW HEIGHTS
BROADWAY ACADEMY
BROOKLYN CITY SCH DIST
CENTRAL CLEVELAND DROP BACK IN
CHAGRIN FALLS EX VLG SCH DIST
CLEVELAND CENTRAL CATHOLIC HIGH SCHOOL
CLEVELAND CITY SCH DIST
CLEVELAND HEIGHTS UNIVERSITY HEIGHTS CITY SCHOOL DISTRICT
CLEVELAND HEIGHTS UNIVERSITY HEIGHTS PUBLIC LIBRARY
CLEVELAND HGTS-UNIV HGTS CITY SCH DIST
CUYAHOGA COMMUNITY COLLEGE
CUYAHOGA HGTS LOCAL SCH DIST
CUYAHOGA VALLEY CAREER CENTER
EAST CLEVELAND CITY SCH DIST
EDUCATIONAL SERVICE CENTER OF CUYAHOGA COUNTY
EUCLID CITY SCH DIST
School District
48 Active
48
Organizations
00672 LOCAL
0083 K J BRANCH ST JOSEPHS SOCIETY
0553 KOLO POLEK
10000 LITTLE MICRO IDEAS TO KEEP YOU BELIEVING IN CLEVELAND
1000 TIES
100 BLACK MEN OF CLEVELAND INCORPORATED
10 INITIATIVE FDN INC
10 K J BRANCH
11401 Lorain Avenue Corporation
12 STARS TRUCK DRIVING SCHOOL INC
12 STEP LIFE, INC.
133 EMERALD NECKLACE CHAPTER OF TROUT UNLIMITED
136 K BRANCH
152 K J BRANCH
162 K J BR ST WENDELIN SOCIETY
164 K J BR PURIFICATION OF BVM SOC
166 K J BRANCH ST JOS THE GUAR SOC
169P BRANCH
16 NORTHEAST OHIO
175 K J BRANCH
00672 LOCAL
0083 K J BRANCH ST JOSEPHS SOCIETY
0553 KOLO POLEK
10000 LITTLE MICRO IDEAS TO KEEP YOU BELIEVING IN CLEVELAND
1000 TIES
100 BLACK MEN OF CLEVELAND INCORPORATED
10 INITIATIVE FDN INC
10 K J BRANCH
11401 Lorain Avenue Corporation
12 STARS TRUCK DRIVING SCHOOL INC
12 STEP LIFE, INC.
133 EMERALD NECKLACE CHAPTER OF TROUT UNLIMITED
136 K BRANCH
152 K J BRANCH
162 K J BR ST WENDELIN SOCIETY
164 K J BR PURIFICATION OF BVM SOC
166 K J BRANCH ST JOS THE GUAR SOC
169P BRANCH
16 NORTHEAST OHIO
175 K J BRANCH
00672 LOCAL
0083 K J BRANCH ST JOSEPHS SOCIETY
0553 KOLO POLEK
10000 LITTLE MICRO IDEAS TO KEEP YOU BELIEVING IN CLEVELAND
1000 TIES
100 BLACK MEN OF CLEVELAND INCORPORATED
10 INITIATIVE FDN INC
10 K J BRANCH
11401 Lorain Avenue Corporation
12 STARS TRUCK DRIVING SCHOOL INC
12 STEP LIFE, INC.
133 EMERALD NECKLACE CHAPTER OF TROUT UNLIMITED
136 K BRANCH
152 K J BRANCH
162 K J BR ST WENDELIN SOCIETY
164 K J BR PURIFICATION OF BVM SOC
166 K J BRANCH ST JOS THE GUAR SOC
169P BRANCH
16 NORTHEAST OHIO
175 K J BRANCH
Nonprofit Organization
9875 Active
9875
Organizations
Community Partners181 organizations
BROOKLYN HEIGHTS VILLAGE
Municipal Government·CLEVELAND
CITY OF BEDFORD
Municipal Government·BEDFORD
CITY OF BEDFORD HEIGHTS
Municipal Government·BEDFORD HEIGHTS
CITY OF BRECKSVILLE
Municipal Government·BRECKSVILLE
CITY OF CLEVELAND
Municipal Government·CLEVELAND
CITY OF CLEVELAND HEIGHTS
Municipal Government·CLEVELAND HEIGHTS
CITY OF EAST CLEVELAND
Municipal Government·CLEVELAND
CITY OF EUCLID
Municipal Government·EUCLID
CITY OF LAKEWOOD
Municipal Government·LAKEWOOD
CITY OF MAPLE HEIGHTS
Municipal Government·MAPLE HEIGHTS
CITY OF NORTH ROYALTON
Municipal Government·NORTH ROYALTON
CITY OF ROCKY RIVER
Municipal Government·ROCKY RIVER
CITY OF SEVEN HILLS
Municipal Government·SEVEN HILLS
CITY OF SOUTH EUCLID
Municipal Government·CLEVELAND
CITY OF UNIVERSITY HEIGHTS
Municipal Government·UNIVERSITY HEIGHTS
CITY OF WESTLAKE
Municipal Government·WESTLAKE
DEPT OF DEVELOPMENT
Municipal Government·CLEVELAND
DOMESTIC RELATIONS COURT
Municipal Government·CLEVELAND
MILES ELMARGE LLC
Municipal Government·CLEVELAND
NORTHEAST OHIO AREAWIDE COORDINATING AGE
Municipal Government·CLEVELAND
OFFICE OF HOMELESS SERVICES
Municipal Government·CLEVELAND
PROSECUTING ATTORNEYS OFFICE
Municipal Government·CLEVELAND
TRUE VINE BAPTIST CHURCH
Municipal Government·CLEVELAND
BELLA OAKS NEW COMMUNITY AUTHORITY
Special District·RICHMOND HEIGHTS,
BROOK PARK, CITY OF
Special District·BROOKPARK
CHAGRIN/SOUTHEAST COUNCIL OF GOVERNMENTS
Special District·BEDFORD HEIGHTS
CLEVELAND DEPARTMENT PUBLIC HEALTH
Special District·CLEVELAND
CLEVELAND METROPARKS
Special District·CLEVELAND
COMMUNITY PARTNERSHIP ON AGING
Special District·SOUTH EUCLID
CONNECT
Special District·INDEPENDENCE
CUYAHOGA METROPOLITAN HOUSING AUTHORITY
Special District·CLEVELAND
EASTERN SUBURBAN REG COUNCIL OF GOVTS
Special District·MAYFIELD HEIGHTS
FIRST SUBURBS CONSORTIUM COUNCIL OF GOVTS
Special District·BEDFORD
GREAT LAKES COUNCIL OF GOVERNMENTS
Special District·OLMSTEAD FALLS
HEIGHTS AREA SPECIAL RESCUE TEAM
Special District·SHAKER HEIGHTS
METROHEALTH
Special District·CLEVELAND
NORTHEAST OHIO PUBLIC ENERGY COUNCIL
Special District·SOLON
NORTHEAST OHIO REGIONAL SEWER DISTRICT
Special District·CLEVELAND
OHIO SCHOOLS COUNCIL
Special District·INDEPENDENCE
PARMA COMMUNITY GENERAL HOSPITAL
Special District·CLEVELAND
SAFE COUNCIL OF GOVERNMENTS
Special District·ROCKY RIVER
SOUTHEAST REGIONAL COUNCIL OF GOVERNMENTS
Special District·BEDFORD
SOUTHWEST COUNCIL OF GOVERNMENTS
Special District·NORTH ROYALTON
SUBURBAN HEALTH CONSORTIUM
Special District·PEPPER PIKE
SUBURBAN WATER REGIONAL COUNCIL OF GOVERNMENTS
Special District·BRECKSVILLE
TRI-CITY COUNCIL OF GOVERNMENTS
Special District·ROCKY RIVER
VALLEY ENFORCEMENT REG COUNCIL OF GOVTS
Special District·BENTLEYVILLE
WESTSHORE COUNCIL OF GOVERNMENT
Special District·BAY VILLAGE
BROADWAY ACADEMY
School District·CLEVELAND
CENTRAL CLEVELAND DROP BACK IN
School District·CLEVELAND
CLEVELAND CENTRAL CATHOLIC HIGH SCHOOL
School District·CLEVELAND
CUYAHOGA COMMUNITY COLLEGE
School District·CLEVELAND
EDUCATIONAL SERVICE CENTER OF CUYAHOGA COUNTY
School District·INDEPENDENCE
HOPE ACADEMY NORTHWEST
School District·CLEVELAND
POLARIS CAREER CENTER
School District·CLEVELAND
T-SQUARED HONORS ACADEMY-NORTH
School District·CLEVELAND
00672 LOCAL
Nonprofit Organization·Warrensville Heights
0083 K J BRANCH ST JOSEPHS SOCIETY
Nonprofit Organization·Independence
0553 KOLO POLEK
Nonprofit Organization·Beachwood
10000 LITTLE MICRO IDEAS TO KEEP YOU BELIEVING IN CLEVELAND
Nonprofit Organization·Cleveland
1000 TIES
Nonprofit Organization·LYNDHURST
100 BLACK MEN OF CLEVELAND INCORPORATED
Nonprofit Organization·Cleveland
10 INITIATIVE FDN INC
Nonprofit Organization·Cleveland
10 K J BRANCH
Nonprofit Organization·INDEPENDENCE
11401 Lorain Avenue Corporation
Nonprofit Organization·Cleveland
12 STARS TRUCK DRIVING SCHOOL INC
Nonprofit Organization·Cleveland
12 STEP LIFE, INC.
Nonprofit Organization·CLEVELAND
133 EMERALD NECKLACE CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·LAKEWOOD
136 K BRANCH
Nonprofit Organization·Independence
152 K J BRANCH
Nonprofit Organization·Independence
162 K J BR ST WENDELIN SOCIETY
Nonprofit Organization·Independence
164 K J BR PURIFICATION OF BVM SOC
Nonprofit Organization·INDEPENDENCE
166 K J BRANCH ST JOS THE GUAR SOC
Nonprofit Organization·Independence
169P BRANCH
Nonprofit Organization·Independence
16 NORTHEAST OHIO
Nonprofit Organization·Strongsville
175 K J BRANCH
Nonprofit Organization·INDEPENDENCE
1964 RUGBY FOUNDATION
Nonprofit Organization·Cleveland
1 ACT OF RANDOM KINDNESS
Nonprofit Organization·Maple Heights
1 LOVE ORGANIZATION INC
Nonprofit Organization·WESTLAKE
1ST AND 10 FOUNDATION INC
Nonprofit Organization·INDEPENDENCE
1ST METHODIST CHURCH HOWE
Nonprofit Organization·BROOKLYN
20 SECOND INTERCESSOR INC
Nonprofit Organization·Bedford
213 BRANCH KJ
Nonprofit Organization·Independence
21ST CENTURY SERVICES OF CLEVELAND
Nonprofit Organization·Cleveland Heights
228 KJ BR ST JOHN THE BAPTIST
Nonprofit Organization·Independence
23MPHELP
Nonprofit Organization·EUCLID
24-7 PRAYER CLEVELAND
Nonprofit Organization·Cleveland
2523 MARKET CORP
Nonprofit Organization·CLEVELAND
254 K J BR ST WENCESLAUS SOCIETY
Nonprofit Organization·Independence
260 KJ BR ST MATTHEW SOCIETY
Nonprofit Organization·Independence
261 THE CLEVELAND POLICE CREDIT UNION INC
Nonprofit Organization·Cleveland
2926 COLLINGWOOD POST
Nonprofit Organization·Cleveland
292 K J BR ST JOHN THE BAPTIST SOC
Nonprofit Organization·Independence
294 K J BRANCH ST MICHAEL ARCHANGLE
Nonprofit Organization·Independence
2BIOSPHERE INC
Nonprofit Organization·Cleveland
2nd Chance Outreach Program
Nonprofit Organization·Cleveland
2 ST MICHAEL SOC BR
Nonprofit Organization·Independence
2 YOU COMMUNITY
Nonprofit Organization·CLEVELAND
313 BRANCH
Nonprofit Organization·Independence
321 GLOBAL GROUP INC
Nonprofit Organization·Rocky River
33
Nonprofit Organization·Parma
3420 PARIS
Nonprofit Organization·cleveland
36066 LAKEWOOD CHAPTER
Nonprofit Organization·Parma
36144 EATON DEMOLAY CHAPTER
Nonprofit Organization·Parma
380K BRANCH
Nonprofit Organization·INDEPENDENCE
3D INTERNATIONAL INC
Nonprofit Organization·FAIRVIEW PARK