Investment adviser · CRD 119467
CM WEALTH ADVISORS LLC
Investment adviser filing (IA)
BEACHWOOD, OH, United States · Form ADV filed Mar 24, 2026
- Regulatory AUM
- $3.6B Form ADV · Item 5.F
- Client accounts
- 680 Accounts, not individual clients
- Employees
- 24 Reported in this filing
- Advisory professionals
- 11 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 131 | $1,787,165,992 | 49.7% |
| Pooled investment vehicles | 29 | $1,550,081,216 | 43.1% |
| Charities | 11 | $245,910,352 | 6.8% |
| Individuals | 73 | $14,214,927 | 0.4% |
Filing source
Form ADV 2066735 · Mar 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
49 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
CMWA CAPITAL APPRECIATION FUND LLCOther Private Fund · Last reported Mar 24, 2026$265MGross asset value
Form D fundraising filings
CMWA Capital Appreciation Fund LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
COHEN & COMPANY
PCAOB 925
Fund details & source
- Fund ID
- 805-7385861898
- Reported beneficial owners
- 160
- Minimum commitment
- $100K
- Form D file number
- 021-75076
Form ADV 2066735 · Mar 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CMWA MICRO CAP FUND LLCOther Private Fund · Last reported Mar 24, 2026$154MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
COHEN & COMPANY
PCAOB 925
Fund details & source
- Fund ID
- 805-1669333309
- Reported beneficial owners
- 119
- Minimum commitment
- $100K
- Form D file number
- 021-71296
Form ADV 2066735 · Mar 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CMWA MID CAP PARTNERSHIP LLCOther Private Fund · Last reported Mar 24, 2026$144MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
COHEN & COMPANY
PCAOB 925
Fund details & source
- Fund ID
- 805-2041214393
- Reported beneficial owners
- 63
- Minimum commitment
- $100K
- Form D file number
- 021-108117
Form ADV 2066735 · Mar 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CMWA PRIVATE EQUITY 2022 LLCPrivate Equity Fund · Last reported Mar 24, 2026$95.3MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
ZION SYNEK & ASSOCIATES
PCAOB 5094
Fund details & source
- Fund ID
- 805-6487431608
- Reported beneficial owners
- 93
- Minimum commitment
- $100K
- Form D file number
- 021-440614
Form ADV 2066735 · Mar 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CMWA FOREIGN DEVELOPED PARTNERSHIPOther Private Fund · Last reported Mar 24, 2026$94.1MGross asset value
Form D fundraising filings
CMWA Foreign Developed Partnership LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
COHEN & COMPANY
PCAOB 925
Fund details & source
- Fund ID
- 805-3780976216
- Reported beneficial owners
- 85
- Minimum commitment
- $100K
- Form D file number
- 021-112710
Form ADV 2066735 · Mar 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CMWA PRIVATE EQUITY 2024-25 LLCPrivate Equity Fund · Last reported Mar 24, 2026$93.6MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
ZION SYNEK & ASSOCIATES
PCAOB 5094
Fund details & source
- Fund ID
- 805-7814294193
- Reported beneficial owners
- 98
- Minimum commitment
- $100K
- Form D file number
- 021-531049
Form ADV 2066735 · Mar 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CMWA SMALL CAP FUND LLCOther Private Fund · Last reported Mar 24, 2026$85.4MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
COHEN & COMPANY
PCAOB 925
Fund details & source
- Fund ID
- 805-8712020463
- Reported beneficial owners
- 107
- Minimum commitment
- $100K
- Form D file number
- 021-71669
Form ADV 2066735 · Mar 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 24, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2000 AUBURN DRIVE, SUITE 400BEACHWOOD, OH, 44122-4327, United States
CRD 119467
Filing source
Form ADV 2066735 · Mar 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.