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 PRIVATE EQUITY 2011 LLC | Private Equity Fund | $5.4M | 63 | ZION SYNEK & ASSOCIATES |
| CLANCO OPPORTUNITIES PARTNERSHIP LLC | Private Equity Fund | $2.1M | 47 | ZION SYNEK & ASSOCIATES |
| CMWA BIOMOTIV | Private Equity Fund | $1.1M | 13 | ZION SYNEK & ASSOCIATES |
| CLANCO OPPS I ANNEX LLC | Private Equity Fund | $999.3K | 38 | ZION SYNEK & ASSOCIATES |
Fund NameCMWA PRIVATE EQUITY 2011 LLC
TypePrivate Equity Fund
GAV$5.4M
Investors63
AuditorZION SYNEK & ASSOCIATES
Fund NameCLANCO OPPORTUNITIES PARTNERSHIP LLC
TypePrivate Equity Fund
GAV$2.1M
Investors47
AuditorZION SYNEK & ASSOCIATES
Fund NameCLANCO OPPS I ANNEX LLC
TypePrivate Equity Fund
GAV$999.3K
Investors38
AuditorZION SYNEK & ASSOCIATES