James William Wert appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. James William Wert appears on 1 filing role across Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-03-26 | Form ADV | CM WEALTH ADVISORS LLC | CHAIRMAN ADVISORY BOARD & SENIOR CLIENT ADVISOR | BEACHWOOD, OH |