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
| Fund Name | Type | GAV | Investors | Auditor |
|---|---|---|---|---|
| CMWA CAPITAL APPRECIATION FUND LLC | Other Private Fund | $236.3M | 174 | COHEN & COMPANY |
| CMWA MID CAP PARTNERSHIP LLC | Other Private Fund | $180.1M | 67 | COHEN & COMPANY |
| CMWA MICRO CAP FUND LLC | Other Private Fund | $153.8M | 105 | COHEN & COMPANY |
| CMWA SMALL CAP FUND LLC | Other Private Fund | $113.4M | 100 | COHEN & COMPANY |
| CMWA PRIVATE EQUITY 2022 LLC | Private Equity Fund | $89.5M | 93 | ZION SYNEK & ASSOCIATES |
| CMWA PRIVATE EQUITY 2024-25 LLC | Private Equity Fund | $87.3M | 98 | ZION SYNEK & ASSOCIATES |
| CMWA FOREIGN DEVELOPED PARTNERSHIP | Other Private Fund | $74.2M | 72 | COHEN & COMPANY |
| CMWA LARGE CAP PARTNERSHIP LLC | Other Private Fund | $58.1M | 62 | COHEN & COMPANY |
| CMWA EMERGING MARKETS PARTNERSHIP | Other Private Fund | $48.9M | 80 | COHEN & COMPANY |
| CMWA PRIVATE OPPORTUNITIES FUND III | Private Equity Fund | $46.3M | 89 | ZION SYNEK & ASSOCIATES |
| CMWA PRIVATE EQUITY 2021 | Private Equity Fund | $44.8M | 87 | ZION SYNEK & ASSOCIATES |
| CMWA PRIVATE EQUITY 2017 | Private Equity Fund | $44.4M | 74 | ZION SYNEK & ASSOCIATES |
| CMWA DEFENSIVE STRATEGIES PARTNERSHIP | Other Private Fund | $40.8M | 51 | COHEN & COMPANY |
| CMWA PRIVATE EQUITY 2015 | Private Equity Fund | $38.6M | 76 | ZION SYNEK & ASSOCIATES |
| CMWA CAPITAL APPRECIATION NQ | Other Private Fund | $38M | 41 | COHEN & COMPANY |
| CMWA PRIVATE EQUITY 2020 | Private Equity Fund | $36.9M | 70 | ZION SYNEK & ASSOCIATES |
| CMWA PRIVATE EQUITY 2016 LLC | Private Equity Fund | $36M | 74 | ZION SYNEK & ASSOCIATES |
| CMWA PRIVATE EQUITY 2019 | Private Equity Fund | $35.9M | 70 | ZION SYNEK & ASSOCIATES |
| CMWA PRIVATE EQUITY 2018 LLC | Private Equity Fund | $31.4M | 67 | ZION SYNEK & ASSOCIATES |
| CMWA PRIVATE OPPORTUNITIES II | Private Equity Fund | $28.7M | 56 | ZION SYNEK & ASSOCIATES |
| CMWA PRIVATE EQUITY 2014 | Private Equity Fund | $14M | 69 | ZION SYNEK & ASSOCIATES |
| CMWA PRIVATE INVESTMENT STRATEGIES LLC | Private Equity Fund | $13.9M | 49 | COHEN & COMPANY |
| CMWA PRIVATE EQUITY 2012 | Private Equity Fund | $13.8M | 80 | ZION SYNEK & ASSOCIATES |
| CLANCO OPPORTUNITIES II PARTNERSHIP LLC | Private Equity Fund | $12.3M | 32 | ZION SYNEK & ASSOCIATES |
| CMWA PRIVATE OPPORTUNITIES I | Private Equity Fund | $11.3M | 37 | ZION SYNEK & ASSOCIATES |
Fund NameCMWA CAPITAL APPRECIATION FUND LLC
TypeOther Private Fund
GAV$236.3M
Investors174
AuditorCOHEN & COMPANY
Fund NameCMWA MID CAP PARTNERSHIP LLC
TypeOther Private Fund
GAV$180.1M
Investors67
AuditorCOHEN & COMPANY
Fund NameCMWA PRIVATE EQUITY 2022 LLC
TypePrivate Equity Fund
GAV$89.5M
Investors93
AuditorZION SYNEK & ASSOCIATES
Fund NameCMWA PRIVATE EQUITY 2024-25 LLC
TypePrivate Equity Fund
GAV$87.3M
Investors98
AuditorZION SYNEK & ASSOCIATES
Fund NameCMWA FOREIGN DEVELOPED PARTNERSHIP
TypeOther Private Fund
GAV$74.2M
Investors72
AuditorCOHEN & COMPANY
Fund NameCMWA LARGE CAP PARTNERSHIP LLC
TypeOther Private Fund
GAV$58.1M
Investors62
AuditorCOHEN & COMPANY
Fund NameCMWA EMERGING MARKETS PARTNERSHIP
TypeOther Private Fund
GAV$48.9M
Investors80
AuditorCOHEN & COMPANY
Fund NameCMWA PRIVATE OPPORTUNITIES FUND III
TypePrivate Equity Fund
GAV$46.3M
Investors89
AuditorZION SYNEK & ASSOCIATES
Fund NameCMWA PRIVATE EQUITY 2021
TypePrivate Equity Fund
GAV$44.8M
Investors87
AuditorZION SYNEK & ASSOCIATES
Fund NameCMWA PRIVATE EQUITY 2017
TypePrivate Equity Fund
GAV$44.4M
Investors74
AuditorZION SYNEK & ASSOCIATES
TypeOther Private Fund
GAV$40.8M
Investors51
AuditorCOHEN & COMPANY
Fund NameCMWA PRIVATE EQUITY 2015
TypePrivate Equity Fund
GAV$38.6M
Investors76
AuditorZION SYNEK & ASSOCIATES
Fund NameCMWA PRIVATE EQUITY 2020
TypePrivate Equity Fund
GAV$36.9M
Investors70
AuditorZION SYNEK & ASSOCIATES
Fund NameCMWA PRIVATE EQUITY 2016 LLC
TypePrivate Equity Fund
GAV$36M
Investors74
AuditorZION SYNEK & ASSOCIATES
Fund NameCMWA PRIVATE EQUITY 2019
TypePrivate Equity Fund
GAV$35.9M
Investors70
AuditorZION SYNEK & ASSOCIATES
Fund NameCMWA PRIVATE EQUITY 2018 LLC
TypePrivate Equity Fund
GAV$31.4M
Investors67
AuditorZION SYNEK & ASSOCIATES
Fund NameCMWA PRIVATE OPPORTUNITIES II
TypePrivate Equity Fund
GAV$28.7M
Investors56
AuditorZION SYNEK & ASSOCIATES
Fund NameCMWA PRIVATE EQUITY 2014
TypePrivate Equity Fund
GAV$14M
Investors69
AuditorZION SYNEK & ASSOCIATES
TypePrivate Equity Fund
GAV$13.9M
Investors49
AuditorCOHEN & COMPANY
Fund NameCMWA PRIVATE EQUITY 2012
TypePrivate Equity Fund
GAV$13.8M
Investors80
AuditorZION SYNEK & ASSOCIATES
TypePrivate Equity Fund
GAV$12.3M
Investors32
AuditorZION SYNEK & ASSOCIATES
Fund NameCMWA PRIVATE OPPORTUNITIES I
TypePrivate Equity Fund
GAV$11.3M
Investors37
AuditorZION SYNEK & ASSOCIATES