CM Wealth Advisors LLC
Legal Name: CM WEALTH ADVISORS LLC
Full Contact Details
CM Wealth Advisors LLC
2000 AUBURN DRIVE, SUITE 400, BEACHWOOD, OH
216-831-9667
216-831-3779
Other Info
CM Wealth Advisors LLC is a registered and approved OH Limited Liability Company that has been operating since 2003. The firm employs 20 people, including 6 individuals in advisory roles and serves 34 clients. As a registered firm with the SEC, CM Wealth Advisors LLC is fully authorized to offer financial advisory services.
Wealth Management | United States | CM Wealth Advisors
CM Wealth Advisors is a preeminent multi-family office offering objective counsel, exceptional client service, and a disciplined, sophisticated approach to wealth management.
Direct Owners
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CMWA LLC
SOLE MEMBER owns 75% or more
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CYNTHIA GARDNER KOURY
CHIEF INVESTMENT OFFICER owns less than 5%
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DAVID CARL HENKEL
PRESIDENT owns less than 5%
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DOUGLAS JOHN SMORAG
CHIEF OPERATING OFFICER owns less than 5%
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JAMES WILLIAM WERT
MANAGER & CEO owns less than 5%
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JOHN EDGAR KOHL
SENIOR CONSULTANT AND MEMBER OF INVESTMENT COMMITTEE owns less than 5%
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KAREN LYSYK GRECO
GENERAL COUNSEL AND SECRETARY owns less than 5%
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NEAL BRUCE COLBY
CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER owns less than 5%
Indirect Owners
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WILLIAM JAMES O'NEILL
MEMBER OF ADVISORY BOARD OF CMWA LLC
Custodians
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BNY MELLON
United States