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James William Wert

Chairman Advisory Board & Senior Client AdvisorCM Wealth Advisors LLCCRD 1468130

About James William Wert

James William Wert is listed as Chairman Advisory Board & Senior Client Advisor at CM Wealth Advisors LLC in Beachwood, OH. Form ADV reports a beneficial ownership band of 10-25%.

Reported ownership

Owns 10-25% of CM Wealth Advisors LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does James William Wert work?

James William Wert is listed as Chairman Advisory Board & Senior Client Advisor at CM Wealth Advisors LLC on SEC Form ADV.

How much of CM Wealth Advisors LLC does James William Wert own?

Form ADV reports a beneficial ownership band of 10-25%.

CM Wealth Advisors LLC

TitleChairman Advisory Board & Senior Client Advisor
Ownership10-25%
Control personNo
Since2025
View CM Wealth Advisors LLC →