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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 26, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ANDERSON, ALLAN, CHACE | I | VICE PRESIDENT, MANAGER | NA | Control |
| ANDERSON, ALLAN, CHACE | I | VICE PRESIDENT, MANAGER | NA | Control |
| ANDERSON, ALLAN, CHACE | I | VICE PRESIDENT | NA | Control |
| ANDERSON, ALLAN, CHACE | I | VICE PRESIDENT, MANAGER | NA | Control |
| ANDERSON, ALLAN, CHACE | I | VICE PRESIDENT, MANAGER | NA | Control |
| ANDERSON, ALLAN, CHACE | I | VICE PRESIDENT | NA | Control |
| ANDERSON, ALLAN, CHACE | I | VICE PRESIDENT | NA | Control |
| BATT, JOHN, PAUL | I | VICE PRESIDENT, MANAGER | NA | Control |
| BATT, JOHN, PAUL | I | VICE PRESIDENT, MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| BATT, JOHN, PAUL | I | VICE PRESIDENT, SECRETARY | NA | Control |
| BATT, JOHN, PAUL | I | VICE PRESIDENT, MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| BATT, JOHN, PAUL | I | VICE PRESIDENT, MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| BATT, JOHN, PAUL | I | VICE PRESIDENT, SECRETARY | NA | Control |
| BATT, JOHN, PAUL | I | VICE PRESIDENT, SECRETARY, DIRECTOR | NA | Control |
| BODNAR, PAUL, ANDREW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BODNAR, PAUL, ANDREW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BODNAR, PAUL, ANDREW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BODNAR, PAUL, ANDREW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BODNAR, PAUL, ANDREW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BOST, AILEEN, PATRICIA | I | CHIEF CLIENT OFFICER | NA | Control |
| BOST, AILEEN, PATRICIA | I | CHIEF CLIENT OFFICER | NA | Control |
| BOST, AILEEN, PATRICIA | I | CHIEF CLIENT OFFICER | NA | Control |
| BOTEK, FRED, G | I | SENIOR VICE PRESIDENT, DIRECTOR | NA | Control |
| BOTEK, FRED, G | I | SENIOR VICE PRESIDENT, DIRECTOR | NA | Control |
| COLBY, NEAL | I | SENIOR VICE PRESIDENT & CHIEF FINANCIAL OFFICER | NA | Control |
| COLBY, NEAL | I | SR VICE PRES, CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| COLBY, NEAL, BRUCE | I | SR VICE PRES, CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| COLBY, NEAL, BRUCE | I | SR VICE PRES, CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| COLBY, NEAL, BRUCE | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| COLBY, NEAL, BRUCE | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| COLBY, NEAL, BRUCE | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| COLBY, NEAL, BRUCE | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| COLBY, NEAL, BRUCE | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| COLBY, NEAL, BRUCE | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| COLBY, NEAL, BRUCE | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| COLBY, NEAL, BRUCE | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| COLBY, NEAL, BRUCE | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| COLBY, NEAL, BRUCE | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| COLBY, NEAL, BRUCE | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| COLBY, NEAL, BRUCE | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| COLBY, NEAL, BRUCE | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| COLBY, NEAL, BRUCE | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| COLBY, NEAL, BRUCE | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| DAVID, THOMAS, VALENTINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DAVID, THOMAS, VALENTINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DAVID, THOMAS, VALENTINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DAVID, THOMAS, VALENTINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DAVID, THOMAS, VALENTINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DAVID, THOMAS, VALENTINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DAVID, THOMAS, VALENTINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DAVID, THOMAS, VALENTINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DAVID, THOMAS, VALENTINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DAVID, THOMAS, VALENTINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRECO, KAREN, LYSYK | I | GENERAL COUNSEL, SECRETARY | NA | Control |
| GRECO, KAREN, LYSYK | I | GENERAL COUNSEL, SECRETARY | NA | Control |
| GRECO, KAREN, LYSYK | I | GENERAL COUNSEL, SECRETARY | NA | Control |
| GRECO, KAREN, LYSYK | I | GENERAL COUNSEL, SECRETARY | NA | Control |
| GRECO, KAREN, LYSYK | I | GENERAL COUNSEL, SECRETARY | NA | Control |
| GRECO, KAREN, LYSYK | I | GENERAL COUNSEL, SECRETARY, SENIOR VP | NA | Control |
| GRECO, KAREN, LYSYK | I | GENERAL COUNSEL, SECRETARY, SENIOR VP | NA | Control |
| GRECO, KAREN, LYSYK | I | GENERAL COUNSEL AND SECRETARY | NA | Control |
| GRECO, KAREN, LYSYK | I | GENERAL COUNSEL AND SECRETARY | NA | Control |
| GRECO, KAREN, LYSYK | I | GENERAL COUNSEL AND SECRETARY | NA | Control |
| GRECO, KAREN, LYSYK | I | GENERAL COUNSEL AND SECRETARY | NA | Control |
| HENKEL, DAVID, CARL | I | EXECUTIVE VICE PRESIDENT, DIRECTOR | NA | Control |
| HENKEL, DAVID, CARL | I | EXECUTIVE VICE PRESIDENT, DIRECTOR | NA | Control |
| HENKEL, DAVID, CARL | I | PRESIDENT | NA | Control |
| HENKEL, DAVID, CARL | I | PRESIDENT | NA | Control |
| HENKEL, DAVID, CARL | I | PRESIDENT | NA | Control |
| KOHL, JOHN, EDGAR | I | VICE PRESIDENT, DIRECTOR | NA | Control |
| KOHL, JOHN, EDGAR | I | VICE PRESIDENT, DIRECTOR | NA | Control |
| KOHL, JOHN, EDGAR | I | DIRECTOR | NA | Control |
| KOHL, JOHN, EDGAR | I | VICE PRESIDENT | NA | Control |
| KOHL, JOHN, EDGAR | I | VICE PRESIDENT, DIRECTOR | NA | Control |
| KOHL, JOHN, EDGAR | I | VICE PRESIDENT | NA | Control |
| KOHL, JOHN, EDGAR | I | VICE PRESIDENT, DIRECTOR | NA | Control |
| KOHL, JOHN, EDGAR | I | DIRECTOR | NA | Control |
| KOHL, JOHN, EDGAR | I | DIRECTOR | NA | Control |
| KOHL, JOHN, EDGAR | I | DIRECTOR | NA | Control |
| KOHL, JOHN, EDGAR | I | DIRECTOR | NA | Control |
| KOHL, JOHN, EDGAR | I | DIRECTOR | NA | Control |
| KOHL, JOHN, EDGAR | I | DIRECTOR | NA | Control |
| KOHL, JOHN, EDGAR | I | DIRECTOR | NA | Control |
| KOHL, JOHN, EDGAR | I | DIRECTOR | NA | Control |
| KOHL, JOHN, EDGAR | I | DIRECTOR | NA | Control |
| KOHL, JOHN, EDGAR | I | DIRECTOR | NA | Control |
| KOHL, JOHN, EDGAR | I | SENIOR CONSULTANT AND MEMBER OF INVESTMENT COMMITTEE | NA | Control |
| KOHL, JOHN, EDGAR | I | SENIOR CONSULTANT AND MEMBER OF INVESTMENT COMMITTEE | NA | Control |
| KOHL, JOHN, EDGAR | I | SENIOR CONSULTANT AND MEMBER OF INVESTMENT COMMITTEE | NA | Control |
| KOHL, JOHN, EDGAR | I | SENIOR CONSULTANT AND MEMBER OF INVESTMENT COMMITTEE | NA | Control |
| KOHL, JOHN, EDGAR | I | SENIOR CONSULTANT AND MEMBER OF INVESTMENT COMMITTEE | NA | Control |
| KOHL, JOHN, EDGAR | I | SENIOR CONSULTANT AND MEMBER OF INVESTMENT COMMITTEE | NA | Control |
| KOHL, JOHN, EDGAR | I | SENIOR CONSULTANT AND MEMBER OF INVESTMENT COMMITTEE | NA | Control |
| KOHL, JOHN, EDGAR | I | SENIOR CONSULTANT AND MEMBER OF INVESTMENT COMMITTEE | NA | Control |
| KOHL, JOHN, EDGAR | I | SENIOR CONSULTANT AND MEMBER OF INVESTMENT COMMITTEE | NA | Control |
| KOHL, JOHN, EDGAR | I | SENIOR CONSULTANT AND MEMBER OF INVESTMENT COMMITTEE | NA | Control |
| KOHL, JOHN, EDGAR | I | SENIOR CONSULTANT AND MEMBER OF INVESTMENT COMMITTEE | NA | Control |
| KOHL, JOHN, EDGAR | I | SENIOR CONSULTANT AND MEMBER OF INVESTMENT COMMITTEE | NA | Control |
| KOHL, JOHN, EDGAR | I | SENIOR CONSULTANT AND MEMBER OF INVESTMENT COMMITTEE | NA | Control |
| KOHL, JOHN, EDGAR | I | SENIOR CONSULTANT AND MEMBER OF INVESTMENT COMMITTEE | NA | Control |
| KOURY, CYNTHIA, GARDNER | I | SENIOR VICE PRESIDENT, SECRETARY, DIRECTOR | NA | Control |
| KOURY, CYNTHIA, GARDNER | I | SENIOR VICE PRESIDENT, SECRETARY, DIRECTOR | NA | Control |
| KOURY, CYNTHIA, GARDNER | I | SENIOR VICE PRESIDENT, DIRECTOR | NA | Control |
| KOURY, CYNTHIA, GARDNER | I | SENIOR VICE PRESIDENT, SECRETARY, DIRECTOR | NA | Control |
| KOURY, CYNTHIA, GARDNER | I | SENIOR VICE PRESIDENT, DIRECTOR | NA | Control |
| KOURY, CYNTHIA, GARDNER | I | SENIOR VICE PRESIDENT, DIRECTOR | NA | Control |
| KOURY, CYNTHIA, GARDNER | I | EXECUTIVE VICE PRESIDENT, DIRECTOR | NA | Control |
| KOURY, CYNTHIA, GARDNER | I | EXECUTIVE VICE PRESIDENT, DIRECTOR | NA | Control |
| KOURY, CYNTHIA, GARDNER | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| KOURY, CYNTHIA, GARDNER | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| KOURY, CYNTHIA, GARDNER | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KOURY, CYNTHIA, GARDNER | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KOURY, CYNTHIA, GARDNER | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KOURY, CYNTHIA, GARDNER | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KOURY, CYNTHIA, GARDNER | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KOURY, CYNTHIA, GARDNER | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KOURY, CYNTHIA, GARDNER | I | CHIEF INVESTMENT OFFICER | NA | Control |
| MCCREERY, ROBERT, DOUGLAS | I | MANAGER & CEO | NA | Control |
| MCCREERY, ROBERT, DOUGLAS | I | VICE CHAIRMAN & SECRETARY | NA | Control |
| MCCREERY, ROBERT, DOUGLAS | I | MANAGER & CEO | NA | Control |
| MCCREERY, ROBERT, DOUGLAS | I | MANAGER & CEO | NA | Control |
| MCCREERY, ROBERT, DOUGLAS | I | MANAGER & CEO | NA | Control |
| MCCREERY, ROBERT, DOUGLAS | I | MANAGER & CEO | NA | Control |
| MCCREERY, ROBERT, DOUGLAS | I | MANAGER & CEO | NA | Control |
| MCCREERY, ROBERT, DOUGLAS | I | MANAGER & CEO | NA | Control |
| MCCREERY, ROBERT, DOUGLAS | I | MANAGER & CEO | NA | Control |
| MCCREERY, ROBERT, DOUGLAS | I | MANAGER & CEO | NA | Control |
| MCCREERY, ROBERT, DOUGLAS | I | MANAGER & CEO | NA | Control |
| O'NEILL, WILLIAM, JAMES | I | CHAIRMAN, DIRECTOR | NA | Control |
| O'NEILL, WILLIAM, JAMES | I | CHAIRMAN, DIRECTOR | NA | Control |
| O'NEILL, WILLIAM, JAMES | I | CHAIRMAN, DIRECTOR | NA | Control |
| O'NEILL, WILLIAM, JAMES | I | CHAIRMAN OF THE BOARD | NA | Control |
| O'NEILL, WILLIAM, JAMES | I | CHAIRMAN, DIRECTOR | NA | Control |
| O'NEILL, WILLIAM, JAMES | I | CHAIRMAN & CEO | NA | Control |
| O'NEILL, WILLIAM, JAMES | I | CHAIRMAN, DIRECTOR | NA | Control |
| O'NEILL, WILLIAM, JAMES | I | CHAIRMAN, DIRECTOR | NA | Control |
| O'NEILL, WILLIAM, JAMES | I | CHAIRMAN, DIRECTOR | NA | Control |
| O'NEILL, WILLIAM, JAMES | I | CHAIRMAN, DIRECTOR | NA | Control |
| O'NEILL, WILLIAM, JAMES | I | CHAIRMAN, DIRECTOR | NA | Control |
| O'NEILL, WILLIAM, JAMES | I | CHAIRMAN, DIRECTOR | NA | Control |
| O'NEILL, WILLIAM, JAMES | I | CHAIRMAN, DIRECTOR | NA | Control |
| O'NEILL, WILLIAM, JAMES | I | CHAIRMAN, DIRECTOR | NA | Control |
| O'NEILL, WILLIAM, JAMES | I | CHAIRMAN, DIRECTOR | NA | Control |
| O'NEILL, WILLIAM, JAMES | I | CHAIRMAN, DIRECTOR | NA | Control |
| O'NEILL, WILLIAM, JAMES | I | CHAIRMAN, DIRECTOR | NA | Control |
| RESCH, CYNTHIA, GARDNER | I | CHIEF INVESTMENT OFFICER | NA | Control |
| RESCH, CYNTHIA, GARDNER | I | CHIEF INVESTMENT OFFICER | NA | Control |
| RESCH, CYNTHIA, GARDNER | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SMORAG, DOUGLAS, JOHN | I | TREASURER, MANAGER | NA | Control |
| SMORAG, DOUGLAS, JOHN | I | TREASURER, MANAGER | NA | Control |
| SMORAG, DOUGLAS, JOHN | I | VICE PRESIDENT, TREASURER | NA | Control |
| SMORAG, DOUGLAS, JOHN | I | TREASURER | NA | Control |
| SMORAG, DOUGLAS, JOHN | I | TREASURER, MANAGER | NA | Control |
| SMORAG, DOUGLAS, JOHN | I | TREASURER | NA | Control |
| SMORAG, DOUGLAS, JOHN | I | TREASURER, MANAGER | NA | Control |
| SMORAG, DOUGLAS, JOHN | I | VICE PRESIDENT, TREASURER | NA | Control |
| SMORAG, DOUGLAS, JOHN | I | SENIOR VICE PRESIDENT, TREASURER, DIRECTOR | NA | Control |
| SMORAG, DOUGLAS, JOHN | I | SENIOR VICE PRESIDENT, TREASURER, DIRECTOR | NA | Control |
| SMORAG, DOUGLAS, JOHN | I | VICE PRESIDENT, TREASURER, DIRECTOR | NA | Control |
| SMORAG, DOUGLAS, JOHN | I | SENIOR VICE PRESIDENT, TREASURER, DIRECTOR | NA | Control |
| SMORAG, DOUGLAS, JOHN | I | SENIOR VICE PRESIDENT, TREASURER, DIRECTOR | NA | Control |
| SMORAG, DOUGLAS, JOHN | I | SENIOR VICE PRESIDENT, TREASURER, DIRECTOR | NA | Control |
| SMORAG, DOUGLAS, JOHN | I | SENIOR VICE PRESIDENT, TREASURER, DIRECTOR | NA | Control |
| SMORAG, DOUGLAS, JOHN | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER, DIRECTOR | NA | Control |
| SMORAG, DOUGLAS, JOHN | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER, DIRECTOR | NA | Control |
| SMORAG, DOUGLAS, JOHN | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER | NA | Control |
| SMORAG, DOUGLAS, JOHN | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER | NA | Control |
| SMORAG, DOUGLAS, JOHN | I | CHIEF OPERATING OFFICER | NA | Control |
| SMORAG, DOUGLAS, JOHN | I | CHIEF OPERATING OFFICER | NA | Control |
| SMORAG, DOUGLAS, JOHN | I | CHIEF OPERATING OFFICER | NA | Control |
| SMORAG, DOUGLAS, JOHN | I | CHIEF OPERATING OFFICER | NA | Control |
| SMORAG, DOUGLAS, JOHN | I | CHIEF OPERATING OFFICER | NA | Control |
| SMORAG, DOUGLAS, JOHN | I | CHIEF OPERATING OFFICER | NA | Control |
| SMORAG, DOUGLAS, JOHN | I | CHIEF OPERATING OFFICER | NA | Control |
| SMORAG, DOUGLAS, JOHN | I | CHIEF OPERATING OFFICER | NA | Control |
| SMORAG, DOUGLAS, JOHN | I | CHIEF OPERATING OFFICER | NA | Control |
| SMORAG, DOUGLAS, JOHN | I | CHIEF OPERATING OFFICER | NA | Control |
| SMORAG, DOUGLAS, JOHN | I | CHIEF OPERATING OFFICER | NA | Control |
| SMORAG, DOUGLAS, JOHN | I | CHIEF OPERATING OFFICER | NA | Control |
| SMORAG, DOUGLAS, JOHN | I | CHIEF OPERATING OFFICER | NA | Control |
| SMORAG, DOUGLAS, JOHN | I | CHIEF OPERATING OFFICER | NA | Control |
| SMORAG, DOUGLAS, JOHN | I | CHIEF OPERATING OFFICER | NA | Control |
| TAYLOR, SALLY, ANN | I | CHIEF COMPLIANCE OFFICER, MGR | NA | Control |
| WERT, JAMES, WILLIAM | I | PRESIDENT & CEO, DIRECTOR | NA | Control |
| WERT, JAMES, WILLIAM | I | PRESIDENT & CEO, DIRECTOR | NA | Control |
| WERT, JAMES, WILLIAM | I | PRESIDENT & CEO, DIRECTOR | NA | Control |
| WERT, JAMES, WILLIAM | I | PRESIDENT & CEO | NA | Control |
| WERT, JAMES, WILLIAM | I | PRESIDENT & CEO, DIRECTOR | NA | Control |
| WERT, JAMES, WILLIAM | I | PRESIDENT & COO | NA | Control |
| WERT, JAMES, WILLIAM | I | PRESIDENT & CEO, DIRECTOR | NA | Control |
| WERT, JAMES, WILLIAM | I | PRESIDENT & CEO, DIRECTOR | NA | Control |
| WERT, JAMES, WILLIAM | I | PRESIDENT & CEO, DIRECTOR | NA | Control |
| WERT, JAMES, WILLIAM | I | PRESIDENT & CEO, DIRECTOR | NA | Control |
| WERT, JAMES, WILLIAM | I | PRESIDENT & CEO, DIRECTOR | NA | Control |
| WERT, JAMES, WILLIAM | I | PRESIDENT & CEO, DIRECTOR | NA | Control |
| WERT, JAMES, WILLIAM | I | PRESIDENT & CEO, DIRECTOR | NA | Control |
| WERT, JAMES, WILLIAM | I | PRESIDENT & CEO, DIRECTOR | NA | Control |
| WERT, JAMES, WILLIAM | I | PRESIDENT & CEO, DIRECTOR | NA | Control |
| WERT, JAMES, WILLIAM | I | PRESIDENT & CEO, DIRECTOR | NA | Control |
| WERT, JAMES, WILLIAM | I | PRESIDENT & CEO, DIRECTOR | NA | Control |
| WERT, JAMES, WILLIAM | I | MANAGER & CEO | NA | Control |
| WERT, JAMES, WILLIAM | I | MANAGER & CEO | NA | Control |
| WERT, JAMES, WILLIAM | I | MANAGER & CEO | NA | Control |
| WERT, JAMES, WILLIAM | I | MANAGER & CEO | NA | Control |
| WERT, JAMES, WILLIAM | I | MANAGER & CEO | NA | Control |
| WERT, JAMES, WILLIAM | I | MANAGER & CEO | NA | Control |
| WERT, JAMES, WILLIAM | I | SENIOR CLIENT ADVISOR AND MEMBER OF INVESTMENT COMMITTEE | NA | Control |
| WERT, JAMES, WILLIAM | I | MANAGER & CEO | NA | Control |
| WERT, JAMES, WILLIAM | I | SENIOR CLIENT ADVISOR AND MEMBER OF INVESTMENT COMMITTEE | NA | Control |
| WERT, JAMES, WILLIAM | I | SENIOR CLIENT ADVISOR AND MEMBER OF INVESTMENT COMMITTEE | NA | Control |
| WERT, JAMES, WILLIAM | I | SENIOR CLIENT ADVISOR AND MEMBER OF INVESTMENT COMMITTEE | NA | Control |
| WERT, JAMES, WILLIAM | I | SENIOR CLIENT ADVISOR AND MEMBER OF INVESTMENT COMMITTEE | NA | Control |
| WERT, JAMES, WILLIAM | I | SENIOR CLIENT ADVISOR AND MEMBER OF INVESTMENT COMMITTEE | NA | Control |
| WERT, JAMES, WILLIAM | I | SENIOR CLIENT ADVISOR AND MEMBER OF INVESTMENT COMMITTEE | NA | Control |
| CLANCO IRREVOCABLE TRUST | DE | SOLE SHAREHOLDER | E | Control |
| CLANCO IRREVOCABLE TRUST | DE | SOLE SHAREHOLDER | E | Control |
| CLANCO IRREVOCABLE TRUST | DE | SOLE SHAREHOLDER | E | Control |
| CLANCO IRREVOCABLE TRUST | DE | SOLE SHAREHOLDER | E | Control |
| CLANCO IRREVOCABLE TRUST | DE | SOLE SHAREHOLDER | E | Control |
| CLANCO IRREVOCABLE TRUST | DE | SOLE SHAREHOLDER | E | Control |
| CLANCO IRREVOCABLE TRUST | DE | SOLE SHAREHOLDER | E | Control |
| CLANCO IRREVOCABLE TRUST | DE | SOLE SHAREHOLDER | E | Control |
| CLANCO IRREVOCABLE TRUST | DE | SOLE SHAREHOLDER | E | Control |
| CLANCO IRREVOCABLE TRUST | DE | SOLE SHAREHOLDER | E | Control |
| CLANCO IRREVOCABLE TRUST | DE | SOLE SHAREHOLDER | E | Control |
| CLANCO IRREVOCABLE TRUST | DE | SOLE SHAREHOLDER | E | Control |
| CLANCO IRREVOCABLE TRUST | DE | SOLE SHAREHOLDER | E | Control |
| CLANCO IRREVOCABLE TRUST | DE | SOLE SHAREHOLDER | E | Control |
| CLANCO IRREVOCABLE TRUST | DE | SOLE SHAREHOLDER | E | Control |
| CLANCO IRREVOCABLE TRUST | DE | SOLE SHAREHOLDER | E | Control |
| CLANCO IRREVOCABLE TRUST | DE | SOLE SHAREHOLDER | E | Control |
| CMWA LLC | DE | SOLE MEMBER | E | Control |
| CMWA LLC | DE | SOLE MEMBER | E | Control |
| CMWA LLC | DE | SOLE MEMBER | E | Control |
| CMWA LLC | DE | SOLE MEMBER | E | Control |
| CMWA LLC | DE | SOLE MEMBER | E | Control |
| CMWA LLC | DE | SOLE MEMBER | E | Control |
| CMWA LLC | DE | SOLE MEMBER | E | Control |
| CMWA LLC | DE | SOLE MEMBER | E | Control |
| CMWA LLC | DE | SOLE MEMBER | E | Control |
| CMWA LLC | DE | SOLE MEMBER | E | Control |
| CMWA LLC | DE | SOLE MEMBER | E | Control |
| CMWA LLC | DE | SOLE MEMBER | E | Control |
| CMWA LLC | DE | SOLE MEMBER | E | Control |
| CMWA LLC | DE | SOLE MEMBER | E | Control |
| CMWA LLC | DE | SOLE MEMBER | E | Control |
| CMWA LLC | DE | SOLE MEMBER | E | Control |
| CMWA LLC | DE | SOLE MEMBER | E | Control |
| BODNAR, PAUL, ANDREW | I | CHIEF INVESTMENT OFFICER | B | Control |
| BOST, AILEEN, PATRICIA | I | CHIEF CLIENT OFFICER | B | Control |
| COLBY, NEAL, BRUCE | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | B | Control |
| MCCREERY, ROBERT, DOUGLAS | I | MANAGER & CEO | B | Control |
| SMORAG, DOUGLAS, JOHN | I | CHIEF OPERATING OFFICER | B | Control |
| WERT, JAMES, WILLIAM | I | CHAIRMAN ADVISORY BOARD & SENIOR CLIENT ADVISOR | B | |
| RESCH, CYNTHIA, GARDNER | I | SENIOR INVESTMENT STRATEGIST | A | |
| Wallace, Benjamin | I | DIRECTOR OF INVESTMENTS | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BATT, JOHN, PAUL | I | N/A | F | Control |
| BATT, JOHN, PAUL | I | N/A | F | Control |
| BODNAR, PAUL, ANDREW | I | CMWA LLC | F | Control |
| BODNAR, PAUL, ANDREW | I | CMWA LLC | F | Control |
| BODNAR, PAUL, ANDREW | I | CMWA LLC | F | Control |
| BOST, AILEEN, PATRICIA | I | CMWA LLC | F | Control |
| BOST, AILEEN, PATRICIA | I | CMWA LLC | F | Control |
| BOST, AILEEN, PATRICIA | I | CMWA LLC | F | Control |
| COLBY, NEAL, BRUCE | I | CMWA LLC | F | Control |
| COLBY, NEAL, BRUCE | I | CMWA LLC | F | Control |
| COLBY, NEAL, BRUCE | I | CMWA LLC | F | Control |
| COLBY, NEAL, BRUCE | I | CMWA LLC | F | Control |
| COLBY, NEAL, BRUCE | I | CMWA LLC | F | Control |
| DAVID, THOMAS, VALENTINE | I | N/A | F | Control |
| DAVID, THOMAS, VALENTINE | I | N/A | F | Control |
| HENKEL, DAVID, CARL | I | CMWA LLC | F | Control |
| HENKEL, DAVID, CARL | I | CMWA LLC | F | Control |
| HENKEL, DAVID, CARL | I | CMWA LLC | F | Control |
| KOHL, JOHN, EDGAR | I | CLANCO IRREVOCABLE TRUST | F | Control |
| KOHL, JOHN, EDGAR | I | CLANCO IRREVOCABLE TRUST | F | Control |
| KOHL, JOHN, EDGAR | I | CLANCO IRREVOCABLE TRUST | F | Control |
| KOHL, JOHN, EDGAR | I | CLANCO IRREVOCABLE TRUST | F | Control |
| KOHL, JOHN, EDGAR | I | CLANCO IRREVOCABLE TRUST | F | Control |
| KOHL, JOHN, EDGAR | I | CLANCO IRREVOCABLE TRUST | F | Control |
| KOHL, JOHN, EDGAR | I | CLANCO IRREVOCABLE TRUST | F | Control |
| KOHL, JOHN, EDGAR | I | CLANCO IRREVOCABLE TRUST | F | Control |
| KOHL, JOHN, EDGAR | I | CLANCO IRREVOCABLE TRUST | F | Control |
| KOHL, JOHN, EDGAR | I | CLANCO IRREVOCABLE TRUST | F | Control |
| KOHL, JOHN, EDGAR | I | CLANCO IRREVOCABLE TRUST | F | Control |
| KOHL, JOHN, EDGAR | I | CLANCO IRREVOCABLE TRUST | F | Control |
| KOHL, JOHN, EDGAR | I | CLANCO IRREVOCABLE TRUST | F | Control |
| KOHL, JOHN, EDGAR | I | CLANCO IRREVOCABLE TRUST | F | Control |
| KOHL, JOHN, EDGAR | I | CLANCO IRREVOCABLE TRUST | F | Control |
| KOHL, JOHN, EDGAR | I | CMWA LLC | F | Control |
| KOHL, JOHN, EDGAR | I | CMWA LLC | F | Control |
| KOHL, JOHN, EDGAR | I | CMWA LLC | F | Control |
| KOHL, JOHN, EDGAR | I | CMWA LLC | F | Control |
| KOHL, JOHN, EDGAR | I | CMWA LLC | F | Control |
| KOHL, JOHN, EDGAR | I | CMWA LLC | F | Control |
| KOHL, JOHN, EDGAR | I | CMWA LLC | F | Control |
| KOHL, JOHN, EDGAR | I | CMWA LLC | F | Control |
| KOHL, JOHN, EDGAR | I | CMWA LLC | F | Control |
| KOHL, JOHN, EDGAR | I | CMWA LLC | F | Control |
| KOHL, JOHN, EDGAR | I | CMWA LLC | F | Control |
| KOHL, JOHN, EDGAR | I | CMWA LLC | F | Control |
| KOHL, JOHN, EDGAR | I | CMWA LLC | F | Control |
| KOHL, JOHN, EDGAR | I | CMWA LLC | F | Control |
| KOURY, CYNTHIA, GARDNER | I | CMWA LLC | F | Control |
| KOURY, CYNTHIA, GARDNER | I | CMWA LLC | F | Control |
| KOURY, CYNTHIA, GARDNER | I | CMWA LLC | F | Control |
| KOURY, CYNTHIA, GARDNER | I | CMWA LLC | F | Control |
| KOURY, CYNTHIA, GARDNER | I | CMWA LLC | F | Control |
| KOURY, CYNTHIA, GARDNER | I | CMWA LLC | F | Control |
| KOURY, CYNTHIA, GARDNER | I | CMWA LLC | F | Control |
| KOURY, CYNTHIA, GARDNER | I | CMWA LLC | F | Control |
| KOURY, CYNTHIA, GARDNER | I | CMWA LLC | F | Control |
| MCCREERY, ROBERT, DOUGLAS | I | CMWA LLC | F | Control |
| MCCREERY, ROBERT, DOUGLAS | I | CMWA LLC | F | Control |
| MCCREERY, ROBERT, DOUGLAS | I | CMWA LLC | F | Control |
| MCCREERY, ROBERT, DOUGLAS | I | CMWA LLC | F | Control |
| MCCREERY, ROBERT, DOUGLAS | I | CMWA LLC | F | Control |
| MCCREERY, ROBERT, DOUGLAS | I | CMWA LLC | F | Control |
| MCCREERY, ROBERT, DOUGLAS | I | CMWA LLC | F | Control |
| MCCREERY, ROBERT, DOUGLAS | I | CMWA LLC | F | Control |
| MCCREERY, ROBERT, DOUGLAS | I | CMWA LLC | F | Control |
| MCCREERY, ROBERT, DOUGLAS | I | CMWA LLC | F | Control |
| MCCREERY, ROBERT, DOUGLAS | I | CMWA LLC | F | Control |
| MCCREERY, ROBERT, DOUGLAS | I | CMWA LLC | F | Control |
| MCCREERY, ROBERT, DOUGLAS | I | CMWA LLC | F | Control |
| MCCREERY, ROBERT, DOUGLAS | I | CMWA LLC | F | Control |
| O'NEILL, WILLIAM, JAMES | I | CLANCO IRREVOCABLE TRUST | F | Control |
| O'NEILL, WILLIAM, JAMES | I | CLANCO IRREVOCABLE TRUST | F | Control |
| O'NEILL, WILLIAM, JAMES | I | CLANCO IRREVOCABLE TRUST | F | Control |
| O'NEILL, WILLIAM, JAMES | I | CLANCO IRREVOCABLE TRUST | F | Control |
| O'NEILL, WILLIAM, JAMES | I | CLANCO IRREVOCABLE TRUST | F | Control |
| O'NEILL, WILLIAM, JAMES | I | CLANCO IRREVOCABLE TRUST | F | Control |
| O'NEILL, WILLIAM, JAMES | I | CLANCO IRREVOCABLE TRUST | F | Control |
| O'NEILL, WILLIAM, JAMES | I | CLANCO IRREVOCABLE TRUST | F | Control |
| O'NEILL, WILLIAM, JAMES | I | CLANCO IRREVOCABLE TRUST | F | Control |
| O'NEILL, WILLIAM, JAMES | I | CLANCO IRREVOCABLE TRUST | F | Control |
| O'NEILL, WILLIAM, JAMES | I | CLANCO IRREVOCABLE TRUST | F | Control |
| O'NEILL, WILLIAM, JAMES | I | CLANCO IRREVOCABLE TRUST | F | Control |
| O'NEILL, WILLIAM, JAMES | I | CLANCO IRREVOCABLE TRUST | F | Control |
| O'NEILL, WILLIAM, JAMES | I | CLANCO IRREVOCABLE TRUST | F | Control |
| O'NEILL, WILLIAM, JAMES | I | CLANCO IRREVOCABLE TRUST | F | Control |
| O'NEILL, WILLIAM, JAMES | I | CMWA LLC | F | Control |
| O'NEILL, WILLIAM, JAMES | I | CMWA LLC | F | Control |
| O'NEILL, WILLIAM, JAMES | I | CMWA LLC | F | Control |
| O'NEILL, WILLIAM, JAMES | I | CMWA LLC | F | Control |
| O'NEILL, WILLIAM, JAMES | I | CMWA LLC | F | Control |
| O'NEILL, WILLIAM, JAMES | I | CMWA LLC | F | Control |
| O'NEILL, WILLIAM, JAMES | I | CMWA LLC | F | Control |
| O'NEILL, WILLIAM, JAMES | I | CMWA LLC | F | Control |
| O'NEILL, WILLIAM, JAMES | I | CMWA LLC | F | Control |
| O'NEILL, WILLIAM, JAMES | I | CMWA LLC | F | Control |
| O'NEILL, WILLIAM, JAMES | I | CMWA LLC | F | Control |
| O'NEILL, WILLIAM, JAMES | I | CMWA LLC | F | Control |
| O'NEILL, WILLIAM, JAMES | I | CMWA LLC | F | Control |
| O'NEILL, WILLIAM, JAMES | I | CMWA LLC | F | Control |
| RESCH, CYNTHIA, GARDNER | I | CMWA LLC | F | Control |
| RESCH, CYNTHIA, GARDNER | I | CMWA LLC | F | Control |
| RESCH, CYNTHIA, GARDNER | I | CMWA LLC | F | Control |
| RESCH, CYNTHIA, GARDNER | I | CMWA LLC | F | Control |
| RESCH, CYNTHIA, GARDNER | I | CMWA LLC | F | Control |
| SMORAG, DOUGLAS, JOHN | I | N/A | F | Control |
| SMORAG, DOUGLAS, JOHN | I | N/A | F | Control |
| SMORAG, DOUGLAS, JOHN | I | N/A | F | Control |
| SMORAG, DOUGLAS, JOHN | I | N/A | F | Control |
| SMORAG, DOUGLAS, JOHN | I | CMWA LLC | F | Control |
| SMORAG, DOUGLAS, JOHN | I | CMWA LLC | F | Control |
| SMORAG, DOUGLAS, JOHN | I | CMWA LLC | F | Control |
| SMORAG, DOUGLAS, JOHN | I | CMWA LLC | F | Control |
| SMORAG, DOUGLAS, JOHN | I | CMWA LLC | F | Control |
| SMORAG, DOUGLAS, JOHN | I | CMWA LLC | F | Control |
| SMORAG, DOUGLAS, JOHN | I | CMWA LLC | F | Control |
| SMORAG, DOUGLAS, JOHN | I | CMWA LLC | F | Control |
| SMORAG, DOUGLAS, JOHN | I | CMWA LLC | F | Control |
| SMORAG, DOUGLAS, JOHN | I | CMWA LLC | F | Control |
| SMORAG, DOUGLAS, JOHN | I | CMWA LLC | F | Control |
| SMORAG, DOUGLAS, JOHN | I | CMWA LLC | F | Control |
| SMORAG, DOUGLAS, JOHN | I | CMWA LLC | F | Control |
| SMORAG, DOUGLAS, JOHN | I | CMWA LLC | F | Control |
| SMORAG, DOUGLAS, JOHN | I | CMWA LLC | F | Control |
| SMORAG, DOUGLAS, JOHN | I | CMWA LLC | F | Control |
| SMORAG, DOUGLAS, JOHN | I | CMWA LLC | F | Control |
| WERT, JAMES, WILLIAM | I | CLANCO IRREVOCABLE TRUST | F | Control |
| WERT, JAMES, WILLIAM | I | CLANCO IRREVOCABLE TRUST | F | Control |
| WERT, JAMES, WILLIAM | I | CLANCO IRREVOCABLE TRUST | F | Control |
| WERT, JAMES, WILLIAM | I | CLANCO IRREVOCABLE TRUST | F | Control |
| WERT, JAMES, WILLIAM | I | CLANCO IRREVOCABLE TRUST | F | Control |
| WERT, JAMES, WILLIAM | I | CLANCO IRREVOCABLE TRUST | F | Control |
| WERT, JAMES, WILLIAM | I | CLANCO IRREVOCABLE TRUST | F | Control |
| WERT, JAMES, WILLIAM | I | CLANCO IRREVOCABLE TRUST | F | Control |
| WERT, JAMES, WILLIAM | I | CLANCO IRREVOCABLE TRUST | F | Control |
| WERT, JAMES, WILLIAM | I | CLANCO IRREVOCABLE TRUST | F | Control |
| WERT, JAMES, WILLIAM | I | CLANCO IRREVOCABLE TRUST | F | Control |
| WERT, JAMES, WILLIAM | I | CLANCO IRREVOCABLE TRUST | F | Control |
| WERT, JAMES, WILLIAM | I | CLANCO IRREVOCABLE TRUST | F | Control |
| WERT, JAMES, WILLIAM | I | CLANCO IRREVOCABLE TRUST | F | Control |
| WERT, JAMES, WILLIAM | I | CLANCO IRREVOCABLE TRUST | F | Control |
| WERT, JAMES, WILLIAM | I | CMWA LLC | F | Control |
| WERT, JAMES, WILLIAM | I | CMWA LLC | F | Control |
| WERT, JAMES, WILLIAM | I | CMWA LLC | F | Control |
| WERT, JAMES, WILLIAM | I | CMWA LLC | F | Control |
| WERT, JAMES, WILLIAM | I | CMWA LLC | F | Control |
| WERT, JAMES, WILLIAM | I | CMWA LLC | F | Control |
| WERT, JAMES, WILLIAM | I | CMWA LLC | F | Control |
| WERT, JAMES, WILLIAM | I | CMWA LLC | F | Control |
| THE WILLIAM J. & DOROTHY K. O'NEILL FOUNDATION | DE | CLANCO IRREVOCABLE TRUST | E | Control |
| THE WILLIAM J. & DOROTHY K. O'NEILL FOUNDATION | DE | CLANCO IRREVOCABLE TRUST | E | Control |
| THE WILLIAM J. & DOROTHY K. O'NEILL FOUNDATION | DE | CLANCO IRREVOCABLE TRUST | E | Control |
| THE WILLIAM J. & DOROTHY K. O'NEILL FOUNDATION | DE | CLANCO IRREVOCABLE TRUST | E | Control |
| THE WILLIAM J. & DOROTHY K. O'NEILL FOUNDATION | DE | CLANCO IRREVOCABLE TRUST | E | Control |
| THE WILLIAM J. & DOROTHY K. O'NEILL FOUNDATION | DE | CLANCO IRREVOCABLE TRUST | E | Control |
| THE WILLIAM J. & DOROTHY K. O'NEILL FOUNDATION | DE | CLANCO IRREVOCABLE TRUST | E | Control |
| THE WILLIAM J. & DOROTHY K. O'NEILL FOUNDATION | DE | CLANCO IRREVOCABLE TRUST | E | Control |
| THE WILLIAM J. & DOROTHY K. O'NEILL FOUNDATION | DE | CLANCO IRREVOCABLE TRUST | E | Control |
| THE WILLIAM J. & DOROTHY K. O'NEILL FOUNDATION | DE | CLANCO IRREVOCABLE TRUST | E | Control |
| THE WILLIAM J. & DOROTHY K. O'NEILL FOUNDATION | DE | CLANCO IRREVOCABLE TRUST | E | Control |
| THE WILLIAM J. & DOROTHY K. O'NEILL FOUNDATION | DE | CLANCO IRREVOCABLE TRUST | E | Control |
| THE WILLIAM J. & DOROTHY K. O'NEILL FOUNDATION | DE | CLANCO IRREVOCABLE TRUST | E | Control |
| THE WILLIAM J. & DOROTHY K. O'NEILL FOUNDATION | DE | CLANCO IRREVOCABLE TRUST | E | Control |
| THE WILLIAM J. & DOROTHY K. O'NEILL FOUNDATION | DE | CLANCO IRREVOCABLE TRUST | E | Control |
| THE WILLIAM J. & DOROTHY K. O'NEILL FOUNDATION | DE | CLANCO IRREVOCABLE TRUST | E | Control |
| THE WILLIAM J. & DOROTHY K. O'NEILL FOUNDATION | DE | CLANCO IRREVOCABLE TRUST | E | Control |
| WERT, JAMES, WILLIAM | I | CMWA LLC | C | Control |
| WERT, JAMES, WILLIAM | I | CMWA LLC | C | Control |
| WERT, JAMES, WILLIAM | I | CMWA LLC | C | Control |
| WERT, JAMES, WILLIAM | I | CMWA LLC | C | Control |
| WERT, JAMES, WILLIAM | I | CMWA LLC | C | Control |
| WERT, JAMES, WILLIAM | I | CMWA LLC | C | Control |
Registrations
Federal
IA
Mar 26, 2025 REGISTERED
Notice Filings (13)
CA CO FL HI ID KY LA MD NC NY OH TX VA
Address
2000 AUBURN DRIVESUITE 400
BEACHWOOD, OH 44122-4327
United States
Phone: 216-831-9667