| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Cmwa Capital Appreciation Fund LLC | Other Private | $236.3M | $100K |
| Cmwa Mid Cap Partnership LLC | Other Private | $180.1M | $100K |
| Cmwa Micro Cap Fund LLC | Other Private | $153.8M | $100K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Aileen Patricia Bost Control | Chief Client Officer | 10-25% | 2024 |
| Benjamin Wallace | Director Of Investments | 5-10% | 2025 |
| Cynthia Gardner Resch | Senior Investment Strategist | 5-10% | 2025 |
CM Wealth Advisors LLC reports $3.4 billion in regulatory assets under management on its Form ADV.
CM Wealth Advisors LLC manages 29 private funds with combined gross assets of $1.5 billion.
CM Wealth Advisors LLC reports 22 employees.
CM Wealth Advisors LLC is based in Beachwood, OH and has been SEC-registered since 2003.
CM Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2000 Auburn Drive, Suite 400, Beachwood, OH 44122-4327 |
| Phone | 216-831-9667 |
| Fax | 216-831-3779 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $3.25B |
| Non-discretionary | $156.4M |
| Total (RAUM) | $3.4B |