CM Wealth Advisors LLC
● SEC registered since 2003CRD 119467SEC# 801-62376Beachwood, OH
Ranks #1,598 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$3.6B
Fund GAV
$1.55B
Private funds
30
Employees
24
Accounts
680
Location
Beachwood, OH
CM Wealth Advisors LLC assets under management
CM Wealth Advisors LLC is a registered investment adviser overseen by the SEC based in Beachwood, OH. The firm has been registered since 2003. It reports $3.6 billion in regulatory assets under management and employs 24 people. CM Wealth Advisors LLC manages 30 private funds with combined gross assets of $1.6 billion, including Cmwa Capital Appreciation Fund LLC. By regulatory assets, it ranks 1,598 of 6,004 private fund managers.
CM Wealth Advisors LLC private funds
30 funds · $1.55B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Cmwa Capital Appreciation Fund LLC | Other Private | $265.4M | $100K |
| Cmwa Micro Cap Fund LLC | Other Private | $153.7M | $100K |
| Cmwa Mid Cap Partnership LLC | Other Private | $143.6M | $100K |
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Join to unlock · $37/moCM Wealth Advisors LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aileen Patricia Bost Control | Chief Client Officer | 10-25% | 2024 |
| Benjamin Wallace | Director Of Investments | 5-10% | 2025 |
| Cynthia Gardner Resch | Senior Investment Strategist | 5-10% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does CM Wealth Advisors LLC manage?
CM Wealth Advisors LLC reports $3.6 billion in regulatory assets under management on its Form ADV.
How many private funds does CM Wealth Advisors LLC manage?
CM Wealth Advisors LLC manages 30 private funds with combined gross assets of $1.6 billion.
How many employees does CM Wealth Advisors LLC have?
CM Wealth Advisors LLC reports 24 employees.
Where is CM Wealth Advisors LLC located?
CM Wealth Advisors LLC is based in Beachwood, OH and has been SEC-registered since 2003.
Does CM Wealth Advisors LLC disclose fund performance?
CM Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2000 Auburn Drive, Suite 400, Beachwood, OH 44122-4327 |
| Phone | 216-831-9667 |
| Fax | 216-831-3779 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$3.6B▲ 6%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 16%
Larger than 84% of 16,271 advisers
AUM vs fund managersTop 27%
Larger than 73% of 6,004 private-fund managers
Number of fundsTop 7%
More funds than 93% of fund managers
EmployeesTop 21%
More than 79% of 16,825 advisers
Assets under management
$3.6Bregulatory AUM
Discretionary $3.43BNon-discretionary $166.4M
Fund type mix
Private Equity21
Other Private9
Service providers
Auditor
Custodian