# CM WEALTH ADVISORS LLC

CM WEALTH ADVISORS LLC of BEACHWOOD, OH is an SEC-registered investment adviser.

## Registration

- CRD: 119467
- Type: SEC-registered investment adviser
- SEC file number: 801-62376
- Location: 2000 AUBURN DRIVE, SUITE 400, BEACHWOOD, OH, 44122-4327
- Phone: 216-831-9667
- Latest filing: 2026-03-24
- Regulatory AUM: $3.6B
- Discretionary AUM: $3.4B
- Non-discretionary AUM: $166.4M
- Clients: 24
- Accounts: 680

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos, Other

## Officers, owners & control persons (27)

_Showing 25 of 27 people._

| Name | Role | Location |
| --- | --- | --- |
| Douglas John Smorag | CHIEF OPERATING OFFICER | — |
| Neal Bruce Colby | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | — |
| Robert Douglas Mccreery | MANAGER & CEO; SENIOR CLIENT ADVISOR | — |
| Paul Andrew Bodnar | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER & CEO | — |
| Aileen Patricia Bost | CHIEF CLIENT OFFICER | — |
| Cynthia Gardner Resch | SENIOR INVESTMENT STRATEGIST | — |
| Benjamin Wallace | DIRECTOR OF INVESTMENTS | — |
| James William Wert | CHAIRMAN ADVISORY BOARD & SENIOR CLIENT ADVISOR; SENIOR CLIENT ADVISOR | — |
| TAYLOR AUTUMN ANN | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, MGR | — |
| O'NEILL THOMAS JAMES | CHAIRMAN & CEO; CHAIRMAN, DIRECTOR; CHAIRMAN OF THE BOARD (+3 more) | — |
| WERT JAMES WILLIAM | CHIEF EXECUTIVE OFFICER; MANAGER & CEO; MANAGING MEMBER, MEMBER OF ADVISORY BOARD OF CMWA LLC (+7 more) | — |
| SMORAG DOUGLAS JOHN | CHIEF FINANCIAL OFFICER; CHIEF OPERATING OFFICER; EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER (+8 more) | — |
| KOHL JOHN EDGAR | DIRECTOR; DIRECTOR, TRUSTEE; MEMBER, BOARD OF MANAGERS MEMBER, MEMBER OF ADVISORY BOARD OF CMWA LLC (+5 more) | — |
| BATT JOHN PAUL | CHIEF LEGAL OFFICER; VICE PRESIDENT, MANAGER; VICE PRESIDENT, MANAGER, CHIEF COMPLIANCE OFFICER (+2 more) | — |
| ANDERSON ALLAN CHACE | VICE PRESIDENT; VICE PRESIDENT, MANAGER | — |
| KOURY CYNTHIA GARDNER | CHIEF INVESTMENT OFFICER; EXECUTIVE VICE PRESIDENT; EXECUTIVE VICE PRESIDENT, DIRECTOR (+3 more) | — |
| DAVID THOMAS VALENTINE | CHIEF COMPLIANCE OFFICER | — |
| GRECO KAREN LYSYK | GENERAL COUNSEL AND  SECRETARY; GENERAL COUNSEL, SECRETARY; GENERAL COUNSEL, SECRETARY, SENIOR VP | — |
| BOTEK FRED G | SENIOR VICE PRESIDENT, DIRECTOR | — |
| HENKEL DAVID CARL | EXECUTIVE VICE PRESIDENT, DIRECTOR; MEMBER, BOARD OF MANAGERS MEMBER; PRESIDENT | — |
| COLBY NEAL | SENIOR VICE PRESIDENT & CHIEF FINANCIAL OFFICER; SR VICE PRES, CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | — |
| COLBY NEAL BRUCE | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER; MEMBER, BOARD OF MANAGERS MEMBER; MEMBER, CHIEF FINANCIAL OFFICER, MEMBER BOARD OF MANAGERS MEMBER (+1 more) | — |
| MCCREERY ROBERT DOUGLAS | MANAGER & CEO; MEMBER, BOARD OF MANAGERS MEMBER; MEMBER, BOARD OF MANAGERS MEMBER, MEMBER OF ADVISORY BOARD OF CMWA LLC (+1 more) | — |
| RESCH CYNTHIA GARDNER | CHIEF INVESTMENT OFFICER; MEMBER, BOARD OF MANAGERS MEMBER | — |
| BODNAR PAUL ANDREW | CHIEF INVESTMENT OFFICER; MEMBER, CHIEF INVESTMENT OFFICER, MEMBER BOARD OF MANAGERS MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/119467/brochure
- Similar advisers: https://search.stillhousedata.com/firm/119467/similar
- Related entities: https://search.stillhousedata.com/firm/119467/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/119467

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.