# CM Wealth Advisors LLC

> 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.

- CRD: 119467
- Filed as: CM WEALTH ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Beachwood, OH
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/119467
- AdvisorCensus page: https://advisorcensus.com/firm/cm-wealth-advisors-llc-beachwood-oh-119467

## Quick answers

**How is CM Wealth Advisors LLC compensated?**
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.

**How much does CM Wealth Advisors LLC charge?**
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.

**Where is CM Wealth Advisors LLC located?**
CM Wealth Advisors LLC's principal office is in Beachwood, OH, according to its Form ADV.

**Is CM Wealth Advisors LLC registered with the SEC or a state?**
CM Wealth Advisors LLC is an SEC-registered investment advisory firm, registered since 2003. Status as filed: Approved. CRD 119467.

**How much does CM Wealth Advisors LLC manage?**
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).

**How have CM Wealth Advisors LLC's assets and staff changed since 2021?**
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.

**What types of clients does CM Wealth Advisors LLC serve?**
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).

**Which custodians does CM Wealth Advisors LLC use?**
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.

**Does CM Wealth Advisors LLC report any disciplinary disclosures?**
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

**What changed in CM Wealth Advisors LLC's recent Form ADV filings?**
In the April 2026 filing data: Registered or notice-filed in CO, MI. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- Asset-based fee: 0.2% to 1.25% a year (a range, as the brochure states it)

> The WMAS base fee ranges from 0.20% to 1.25% per annum of assets under management.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- BNY Mellon Wealth Management
- Key Bank NA

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.

### Regulatory assets under management (Item 5.F)
- Total: $3,597,372,487
- Discretionary: $3,430,973,885
- Non-discretionary: $166,398,602

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 73 | $14,214,927 |
| High net worth individuals | 131 | $1,787,165,992 |
| Pooled investment vehicles (other than investment companies and business development companies) | 29 | $1,550,081,216 |
| Charitable organizations | 11 | $245,910,352 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2003 (22 years)
- Employees: 24 total, 11 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, HI, LA, MD, MI, NY, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cmwealthadvisors.com
- LinkedIn @CM-WEALTH-ADVISORS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $3,036,985,995 | 20 | July 14, 2021 |
| October 2022 | $3,533,968,481 | 21 | March 11, 2022 |
| October 2023 | $2,984,526,622 | 22 | July 21, 2023 |
| October 2024 | $3,236,591,668 | 23 | July 17, 2024 |
| October 2025 | $3,404,516,891 | 22 | March 26, 2025 |
| October 2026 | $3,597,372,487 | 24 | March 24, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Registered or notice-filed in CO, MI.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CM Wealth Advisors LLC (CRD 119467): Form ADV filing data as of October 2026.