AL
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
5 advisors
Number of Clients
218 clients
Average Client Portfolio
$15.6M average
Assets Under Management
$3.4B
Fee Structure
This document does not contain any fee information. Please refer to CM Wealth Advisors' Brochure for fee details.
Areas of Practice
Investment Management
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Advisor Information
Office location
2000 Auburn Drive, Suite 400, Beachwood, OH, 44122-4327
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Cm Wealth Advisors LLC
June 2020 - Present · 5 yrs 7 mos
State Registrations2 states
OHTX
Advisor
Exams
No exam information available for this advisor.