CM WEALTH ADVISORS LLC

BEACHWOOD, Ohio·3 registered advisors·CRD# 119467
SEC# 801-623760216-831-9667
01

Firm Overview

AUM
$3.2B
Regulatory assets under management
Employees
23
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: % OF ASSETS MONITORED
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at CM WEALTH ADVISORS LLC

3 registered advisors
Aileen Patricia Bost
BEACHWOOD, Ohio
David Carl Henkel
BEACHWOOD, Ohio
Douglas John Smorag
BEACHWOOD, Ohio
05

Office Locations

BEACHWOOD, Ohio
3 advisors

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Data sourced from SEC Form ADV filings. CM WEALTH ADVISORS LLC (CRD# 119467) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.