Cm Wealth Advisors

Asset Manager SEC-registered adviser

Legal name: Cm Wealth Advisors LLC

Beachwood, OH Website

AUM

$3.6B

Regulatory AUM

Private funds

Private Equity 21 · Other 9

Private fund assets

$1.6B

Gross asset value

Employees

Last Form D raise

Dec 2025

Most recent fund filing

From SEC Form ADV filing (filed Mar 24, 2026). View on SEC

People(3)

Owners and executive officers named on the firm's SEC Form ADV.

Director of Investments

Senior Investment Strategist

Chief Investment Officer & CEO

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

Fund	Type	Gross assets	Raised (Form D)	Investors	Last Form D	Recency
Cmwa Private Opportunities Fund IV	Private Equity	$46.3M	$46.0M	94	Dec 2025	Warm
Cmwa Private Investment Strategies LLC	Private Equity	$25.9M	$2.5M	27	Dec 2025	Warm
Cmwa Private Equity 2024-25 LLC	Private Equity	$93.6M	$81.5M	113	Dec 2024	Cool
Cmwa Private Opportunities Fund III	Private Equity	$47.1M	$45.3M	103	Jan 2024	Cold
Cmwa Large Cap Partnership LLC	Other	$39.8M	$61.6M	88	Dec 2023	Cold
Cmwa Capital Appreciation Fund LLC	Other	$265.4M	$378.5M	386	Jan 2023	Cold
Cmwa Private Equity 2022 LLC	Private Equity	$95.3M	$84.9M	92	Dec 2022	Cold
Cmwa Micro Cap Fund LLC	Other	$153.7M	$141.0M	134	Dec 2022	Cold
Cmwa Small Cap Fund LLC	Other	$85.4M	$134.2M	153	Dec 2022	Cold
Cmwa Private Equity 2021	Private Equity	$46.4M	$40.4M	87	Dec 2021	Cold
Cmwa Private Opportunities II	Private Equity	$26.3M	$28.6M	56	Dec 2021	Cold
Cmwa Foreign Developed Partnership	Other	$94.1M	$83.4M	116	Nov 2021	Cold
Cmwa Private Equity 2020	Private Equity	$33.4M	$28.9M	57	Nov 2020	Cold
Cmwa Private Equity 2019	Private Equity	$35.3M	$32.2M	57	Dec 2019	Cold
Cmwa Private Equity 2018 LLC	Private Equity	$34.7M	$35.5M	54	Dec 2018	Cold

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.