CM WEALTH ADVISORS LLC
CRD #119467 SEC #801-62376 BEACHWOOD, OH 216-831-9667
SEC Registered Private Funds
Total AUM
$3.4B
Discretionary
$3.2B
Employees
22
Clients
101
Accounts
614
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $3.4B | $3.2B | $156.4M | 22 | 4 |
| Jul 2024 | $3.2B | $3.1B | $141.9M | 23 | 4 |
| Mar 2024 | $3.2B | $3.1B | $141.9M | 23 | 4 |
| Jul 2023 | $3B | $2.9B | $132.2M | 22 | 3 |
| Jul 2023 | $3B | $2.9B | $132.2M | 22 | 3 |
| Mar 2023 | $3B | $2.9B | $132.2M | 22 | 3 |
| Oct 2022 | $3.5B | $3.4B | $169.8M | 21 | 4 |
| Mar 2022 | $3.5B | $3.4B | $169.8M | 21 | 4 |
| Jul 2021 | $3B | $2.9B | $148.6M | 20 | 2 |
| Mar 2021 | $3B | $2.9B | $148.6M | 20 | 2 |
| Jun 2020 | $2.9B | $2.6B | $309.7M | 21 | 6 |
| May 2020 | $2.9B | $2.6B | $309.7M | 21 | 6 |
| Mar 2020 | $2.9B | $2.6B | $309.7M | 21 | 6 |
| Mar 2019 | $2.6B | $2.4B | $262.3M | 20 | 34 |
| Feb 2019 | $3.1B | $2.9B | $256.9M | 21 | 0 |
| Jan 2019 | $3.1B | $2.9B | $256.9M | 21 | 0 |
| Aug 2018 | $3.1B | $2.9B | $256.9M | 19 | 0 |
| Mar 2018 | $3.1B | $2.9B | $256.9M | 19 | 0 |
| Mar 2017 | $2.6B | $2.4B | $253.4M | 19 | 200 |
| Mar 2016 | $2.5B | $2.2B | $240.1M | 19 | 154 |
| Mar 2015 | $2.6B | $2.3B | $254.6M | 19 | 145 |
| Apr 2014 | $2.6B | $2.3B | $252.5M | 17 | 135 |
| Mar 2014 | $2.6B | $2.3B | $252.5M | 17 | 135 |
| Mar 2013 | $2.1B | $1.8B | $220.2M | 15 | 125 |
| Mar 2012 | $1.8B | $1.6B | $206.1M | 6 | 118 |
| Mar 2011 | $936M | $713.4M | $222.6M | 10 | -- |
| Dec 2010 | $784.1M | $587.4M | $196.7M | 10 | -- |
| Mar 2009 | $670.9M | $502.4M | $168.5M | 10 | -- |
| Sep 2007 | $786.2M | $524.8M | $261.4M | 10 | -- |
| Mar 2007 | $786.2M | $524.8M | $261.4M | 10 | -- |
| Mar 2004 | $94.2M | $0 | $94.2M | 5 | -- |
| Oct 2003 | $72.4M | $0 | $72.4M | 5 | -- |
DateMar 2025
Total AUM$3.4B
Discretionary$3.2B
Non-Disc.$156.4M
Employees22
Clients4
DateJul 2024
Total AUM$3.2B
Discretionary$3.1B
Non-Disc.$141.9M
Employees23
Clients4
DateMar 2024
Total AUM$3.2B
Discretionary$3.1B
Non-Disc.$141.9M
Employees23
Clients4
DateJul 2023
Total AUM$3B
Discretionary$2.9B
Non-Disc.$132.2M
Employees22
Clients3
DateJul 2023
Total AUM$3B
Discretionary$2.9B
Non-Disc.$132.2M
Employees22
Clients3
DateMar 2023
Total AUM$3B
Discretionary$2.9B
Non-Disc.$132.2M
Employees22
Clients3
DateOct 2022
Total AUM$3.5B
Discretionary$3.4B
Non-Disc.$169.8M
Employees21
Clients4
DateMar 2022
Total AUM$3.5B
Discretionary$3.4B
Non-Disc.$169.8M
Employees21
Clients4
DateJul 2021
Total AUM$3B
Discretionary$2.9B
Non-Disc.$148.6M
Employees20
Clients2
DateMar 2021
Total AUM$3B
Discretionary$2.9B
Non-Disc.$148.6M
Employees20
Clients2
DateJun 2020
Total AUM$2.9B
Discretionary$2.6B
Non-Disc.$309.7M
Employees21
Clients6
DateMay 2020
Total AUM$2.9B
Discretionary$2.6B
Non-Disc.$309.7M
Employees21
Clients6
DateMar 2020
Total AUM$2.9B
Discretionary$2.6B
Non-Disc.$309.7M
Employees21
Clients6
DateMar 2019
Total AUM$2.6B
Discretionary$2.4B
Non-Disc.$262.3M
Employees20
Clients34
DateFeb 2019
Total AUM$3.1B
Discretionary$2.9B
Non-Disc.$256.9M
Employees21
Clients0
DateJan 2019
Total AUM$3.1B
Discretionary$2.9B
Non-Disc.$256.9M
Employees21
Clients0
DateAug 2018
Total AUM$3.1B
Discretionary$2.9B
Non-Disc.$256.9M
Employees19
Clients0
DateMar 2018
Total AUM$3.1B
Discretionary$2.9B
Non-Disc.$256.9M
Employees19
Clients0
DateMar 2017
Total AUM$2.6B
Discretionary$2.4B
Non-Disc.$253.4M
Employees19
Clients200
DateMar 2016
Total AUM$2.5B
Discretionary$2.2B
Non-Disc.$240.1M
Employees19
Clients154
DateMar 2015
Total AUM$2.6B
Discretionary$2.3B
Non-Disc.$254.6M
Employees19
Clients145
DateApr 2014
Total AUM$2.6B
Discretionary$2.3B
Non-Disc.$252.5M
Employees17
Clients135
DateMar 2014
Total AUM$2.6B
Discretionary$2.3B
Non-Disc.$252.5M
Employees17
Clients135
DateMar 2013
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$220.2M
Employees15
Clients125
DateMar 2012
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$206.1M
Employees6
Clients118
DateMar 2011
Total AUM$936M
Discretionary$713.4M
Non-Disc.$222.6M
Employees10
Clients--
DateDec 2010
Total AUM$784.1M
Discretionary$587.4M
Non-Disc.$196.7M
Employees10
Clients--
DateMar 2009
Total AUM$670.9M
Discretionary$502.4M
Non-Disc.$168.5M
Employees10
Clients--
DateSep 2007
Total AUM$786.2M
Discretionary$524.8M
Non-Disc.$261.4M
Employees10
Clients--
DateMar 2007
Total AUM$786.2M
Discretionary$524.8M
Non-Disc.$261.4M
Employees10
Clients--
DateMar 2004
Total AUM$94.2M
Discretionary$0
Non-Disc.$94.2M
Employees5
Clients--
DateOct 2003
Total AUM$72.4M
Discretionary$0
Non-Disc.$72.4M
Employees5
Clients--