Unclaimed Profile

David Carl Henkel

CM WEALTH ADVISORS LLC·BEACHWOOD, Ohio

SIE, Series 3, Series 7, Series 7TO, Series 30, Series 63, Series 65Clean record7 years registeredCM WEALTH ADVISORS LLC

2000 AUBURN DRIVE, BEACHWOOD, OH 44122-4327CRD# 4682881Firm CRD# 119467

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Carl Henkel · BEACHWOOD, OH

Registration

CRD #4682881 · CM WEALTH ADVISORS LLC · 7 years registered

Brand Profile

Not yet started

Career History

J.P. MORGAN SECURITIES LLC

Nov 2025 – present

HIRTLE, CALLAGHAN & CO., LLC

Aug 2020 – Apr 2025

Beachwood, OH

CM WEALTH ADVISORS LLC

Aug 2019 – Mar 2020

BEACHWOOD, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 7TO

Series 30

Series 63

Series 65

Registration record

First registered · August 8, 2019

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CM WEALTH ADVISORS LLC

CRD 119467 · SEC 801-62376

AUM

$3.2B

Regulatory assets under management

Employees

581 client accounts

Services offered by CM WEALTH ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CM WEALTH ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does David Carl Henkel offer?

David Carl Henkel specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BEACHWOOD, Ohio for a consultation.

What are David Carl Henkel's credentials?

David Carl Henkel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Carl Henkel located?

David Carl Henkel is based in BEACHWOOD, Ohio, working with CM WEALTH ADVISORS LLC. Their office serves clients in the BEACHWOOD metropolitan area and surrounding communities.

How does David Carl Henkel charge for services?

David Carl Henkel's firm is compensated through percentage of aum, hourly charges, subscription fees, other: % of assets monitored. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CM WEALTH ADVISORS LLC?

CM WEALTH ADVISORS LLC has approximately 23 employees and manages $3.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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