CM WEALTH ADVISORS LLC of BEACHWOOD, OH is an SEC-registered investment adviser (CRD 119467). Regulatory assets under management: $3.6B.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos, Other.
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 | — |
Other Private Fund: 9 · Private Equity Fund: 21
Showing 15 of 30 funds by gross asset value.
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| CMWA CAPITAL APPRECIATION FUND LLC | Other Private Fund | Ohio | 160 | $265.4M | $100K |
| CMWA MICRO CAP FUND LLC | Other Private Fund | Ohio | 119 | $153.7M | $100K |
| CMWA MID CAP PARTNERSHIP LLC | Other Private Fund | Ohio | 63 | $143.6M | $100K |
| CMWA PRIVATE EQUITY 2022 LLC | Private Equity Fund | Ohio | 93 | $95.3M | $100K |
| CMWA FOREIGN DEVELOPED PARTNERSHIP | Other Private Fund | Ohio | 85 | $94.1M | $100K |
| CMWA PRIVATE EQUITY 2024-25 LLC | Private Equity Fund | Ohio | 98 | $93.6M | $100K |
| CMWA SMALL CAP FUND LLC | Other Private Fund | Ohio | 107 | $85.4M | $100K |
| CMWA EMERGING MARKETS PARTNERSHIP | Other Private Fund | Ohio | 66 | $51.8M | $100K |
| CMWA DEFENSIVE STRATEGIES PARTNERSHIP | Other Private Fund | Ohio | 66 | $48.0M | $100K |
| CMWA PRIVATE OPPORTUNITIES FUND III | Private Equity Fund | Ohio | 89 | $47.1M | $100K |
| CMWA PRIVATE EQUITY 2021 | Private Equity Fund | Ohio | 87 | $46.4M | $100K |
| CMWA PRIVATE OPPORTUNITIES FUND IV | Private Equity Fund | Ohio | 97 | $46.3M | $100K |
| CMWA LARGE CAP PARTNERSHIP LLC | Other Private Fund | Ohio | 47 | $39.8M | $100K |
| CMWA PRIVATE EQUITY 2016 LLC | Private Equity Fund | Ohio | 74 | $39.3M | $100K |
| CMWA PRIVATE EQUITY 2015 | Private Equity Fund | Ohio | 76 | $36.3M | $100K |