Verified 10 Nov 2026
CM Wealth Advisors LLC
CM Wealth Advisors LLC is an employee-owned multi-family office in Beachwood, Ohio that began in 1983 as the office of a single family. It now serves more than 30 families, with a private markets program covering venture capital, private equity, private credit, secondaries and real estate alongside tax, estate and household services. Its Form ADV filed on 24 March 2026 reported $3.6 billion in regulatory assets for 131 clients.
- Type
- Multi-family office
- Location
- Beachwood, Ohio, United States
- Sectors
- Private funds, Private equity, Venture, Real estate, Credit, Public equities, Fixed income, Direct investments
- Fund size / AUM
- $3.6B regulatory AUM (Form ADV, filed 2026-03-24)
- Latest fund or filing
- 24 Mar 2026
- Website
- www.cmwealthadvisors.com
Contacts on file
For CM Wealth Advisors LLC, the paid file holds: 5 named decision-makers with roles.
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Sources
- adviserinfo.sec.gov/firm/summary/119467
- reports.adviserinfo.sec.gov/reports/ADV/119467/PDF/119467.pdf
- www.cmwealthadvisors.com
- www.cmwealthadvisors.com/investment
- www.cmwealthadvisors.com/
- www.cmwealthadvisors.com/contact
Last checked 10 Nov 2026. Is something wrong? Tell us.
Appears in 18 lists
US family offices that invest in private credit (32)Family offices in the Midwest (44)Family offices that invest in private credit (47)US family offices that invest in startups and venture capital (63)US family offices that invest in private funds (85)US family offices that invest in real estate (86)US family offices that invest in direct deals in private companies (90)Family offices that invest in fixed income (93)Family offices that invest in private funds (109)Family offices that invest in startups and venture capital (110)US family offices that invest in private equity (111)Family offices that invest in direct deals in private companies (143)Family offices that invest in real estate (149)Family offices that invest in private equity (177)Multi-family offices in the United States (193)Multi-family offices (236)Family offices that invest in public equities (274)Family offices in the United States (481)