{
  "crd_number": 119467,
  "slug": "cm-wealth-advisors-llc-beachwood-oh-119467",
  "primary_business_name": "CM WEALTH ADVISORS LLC",
  "legal_name": "CM WEALTH ADVISORS LLC",
  "dbas": [],
  "city": "Beachwood",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "17410",
  "metro": {
    "cbsa_code": "17410",
    "common_name": "Cleveland",
    "msa_name": "Cleveland, OH",
    "path": "/advisors/oh/cleveland"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2003-10-15",
  "years_registered": 22,
  "period": "2026-10-01",
  "filing_date": "2026-03-24",
  "carried_forward": false,
  "raum_total": 3597372487.0,
  "raum_discretionary": 3430973885.0,
  "raum_non_discretionary": 166398602.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 24,
  "advisory_employees": 11,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 245910352.0,
      "count": 11
    },
    "individuals": {
      "raum": 14214927.0,
      "count": 73
    },
    "high_net_worth_individuals": {
      "raum": 1787165992.0,
      "count": 131
    },
    "pooled_investment_vehicles": {
      "raum": 1550081216.0,
      "count": 29
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "FL",
    "HI",
    "LA",
    "MD",
    "MI",
    "NY",
    "OH",
    "TX"
  ],
  "websites": [
    "https://cmwealthadvisors.com",
    "https://linkedin.com/COMPANY/CM-WEALTH-ADVISORS"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/119467",
  "city_as_filed": "BEACHWOOD",
  "url": "https://advisorcensus.com/firm/cm-wealth-advisors-llc-beachwood-oh-119467",
  "display_name": "CM Wealth Advisors LLC",
  "summary": "CM Wealth Advisors LLC is an SEC-registered investment advisory firm in Beachwood, OH, registered since 2003, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 24, 2026.",
  "citation": "AdvisorCensus. CM Wealth Advisors LLC (CRD 119467): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is CM Wealth Advisors LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), CM Wealth Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other."
    },
    {
      "q": "What does CM Wealth Advisors LLC's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated March 24, 2026 states: Asset-based fee: 0.2% to 1.25% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is CM Wealth Advisors LLC located?",
      "a": "CM Wealth Advisors LLC's principal office is in Beachwood, OH, according to its Form ADV."
    },
    {
      "q": "Is CM Wealth Advisors LLC registered with the SEC or a state?",
      "a": "CM Wealth Advisors LLC is an SEC-registered investment advisory firm, registered since 2003. Status as filed: Approved. CRD 119467."
    },
    {
      "q": "How much does CM Wealth Advisors LLC manage?",
      "a": "CM Wealth Advisors LLC reports $3,597,372,487 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (95% discretionary)."
    },
    {
      "q": "How have CM Wealth Advisors LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for CM Wealth Advisors LLC: Regulatory assets under management: $3,036,985,995 in the October 2021 data and $3,597,372,487 in the October 2026 data, up 18%. Total employees: 20 in October 2021 and 24 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does CM Wealth Advisors LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (131); individuals (other than high net worth individuals) (73); pooled investment vehicles (other than investment companies and business development companies) (29)."
    },
    {
      "q": "Which custodians does CM Wealth Advisors LLC use?",
      "a": "CM Wealth Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon Wealth Management and Key Bank NA as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does CM Wealth Advisors LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/119467"
    },
    {
      "q": "What changed in CM Wealth Advisors LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Registered or notice-filed in CO, MI. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 3036985995.0,
      "total_employees": 20,
      "filing_date": "2021-07-14"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 3533968481.0,
      "total_employees": 21,
      "filing_date": "2022-03-11"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 2984526622.0,
      "total_employees": 22,
      "filing_date": "2023-07-21"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 3236591668.0,
      "total_employees": 23,
      "filing_date": "2024-07-17"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 3404516891.0,
      "total_employees": 22,
      "filing_date": "2025-03-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 3597372487.0,
      "total_employees": 24,
      "filing_date": "2026-03-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Registered or notice-filed in CO, MI.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 24, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.2% to 1.25% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.2% to 1.25% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "The WMAS base fee ranges from 0.20% to 1.25% per annum of assets under management."
        ]
      }
    ],
    "quotes": [
      "The WMAS base fee ranges from 0.20% to 1.25% per annum of assets under management."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "BNY Mellon Wealth Management",
      "name_as_filed": "BNY MELLON WEALTH MANAGEMENT",
      "affiliated": false
    },
    {
      "name": "Key Bank NA",
      "name_as_filed": "KEY BANK NA",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/cm-wealth-advisors-llc-beachwood-oh-119467.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 73,
      "fewer_than_5": false,
      "raum": 14214927.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 131,
      "fewer_than_5": false,
      "raum": 1787165992.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 29,
      "fewer_than_5": false,
      "raum": 1550081216.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 11,
      "fewer_than_5": false,
      "raum": 245910352.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/119467",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}