James William Wert
Senior Client AdvisorCM Wealth Advisors LLCCRD 1468130
About James William Wert
James William Wert is listed as Senior Client Advisor at CM Wealth Advisors LLC in Beachwood, OH. Form ADV reports a beneficial ownership band of 5-10%.
Reported ownership
Owns 5-10% of CM Wealth Advisors LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does James William Wert work?
James William Wert is listed as Senior Client Advisor at CM Wealth Advisors LLC on SEC Form ADV.
How much of CM Wealth Advisors LLC does James William Wert own?
Form ADV reports a beneficial ownership band of 5-10%.
CM Wealth Advisors LLC
| Title | Senior Client Advisor |
| Ownership | 5-10% |
| Control person | No |
| Since | 2025 |