Cm Wealth Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Beachwood, OH. Its latest Form ADV filing, dated March 24, 2026, reports $3.6B in regulatory assets under management, 24 employees, and 680 accounts.
Assets Under Management
$3.6B
Employees
24
Offices
--
Total Clients
244
Primary office
BEACHWOOD, OH
2000 AUBURN DRIVE, SUITE 400, BEACHWOOD, OH, United States
Top client segmentHNWI represent 53.7% of total clients.
Top client categories% of clientsClients
1
HNWI
53.7%
131
2
Individuals
29.9%
73
3
Pooled Investment Vehicles
11.9%
29
4
Charitable
4.5%
11
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.6Bas of March 24, 2026
Discretionary95.4%
$3.4B
95% of total RAUM95.4%
Non-discretionary4.6%
$166M
5% of total RAUM4.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$3.6B
Total Accounts680
10Y AUM Change+$959M (+36.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees24
Clients per Employee10:1
10Y Employee Change+5 (+26.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.