WERT JAMES WILLIAM appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. WERT JAMES WILLIAM appears on 1 filing role across Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | CM WEALTH ADVISORS LLC | MANAGER & CEO | BEACHWOOD, OH |