CM WEALTH ADVISORS LLC

CRD

119467

SEC file #

801-62376

EIN

341410460

DBA names

—

Economics

AUM

$3.60B

AUM band

$1B+

AUM trajectory

'20 · $2.64B

'21 · $2.94B

'22 · $3.04B

'23 · $3.53B

'25 · $3.40B

'26 · $3.60B

'20'26

$2.64B → $3.60B▲ +36%

sec adv history

Client mix

Individuals High Net Worth	131
Individuals Other	73
Pooled Investment Vehicles	29
Charitable Organizations	11

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 6 advisors

'21 · 7 advisors

'22 · 9 advisors

'23 · 10 advisors

'25 · 11 advisors

'26 · 11 advisors

'20'26

6 advisors → 11 advisors▲ +83%

sec adv history

Primary office

BEACHWOOD OH

Branches

—

Custodian & Brokerage

Primary custodian

BNY Mellonlow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses

Fee basis

% of AUMHourly chargesFixed feesOther Compensation

Filings

Latest ADV filing

03/24/2026

ADV-W filed at

—

Website

cmwealthadvisors.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

BODNAR, PAUL, ANDREW

Top Owner Pct

17.5

Top Owner Entity Kind

Owner Count

Control Persons

BODNAR, PAUL, ANDREW

BOST, AILEEN, PATRICIA

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

CMWEALTHADVISORS.COM

Rdap Domain Creation Date

2010-10-25T15:27:24Z

Rdap Firm Age Years

Rdap Firm Age Band

10-20y

Rdap Registrar

Squarespace Domains LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0001764581

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2023-05-01

Edgar Last Filing Date

2026-05-08

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-08

Accession0001764581-26-000002

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Bny Mellon	62
Charles Schwab	6
Fidelity	4
E*trade	4

adv brochure

Edgar Addresses

Mailing

2000 AUBURN DRIVE STE 400BEACHWOOD, OH 44122

Business

2000 AUBURN DRIVE STE 400BEACHWOOD, OH 44122

Edgar EIN

341410460

Edgar Recent Filings

13F-HR2026-05-08 · 0001764581-26-000002

13F-HR2026-01-26 · 0001764581-26-000001

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2026-10-25T15:27:24Z

Rdap Domain Last Changed

2025-10-10T16:12:27Z

Rdap Nameservers

Dns1.p01.nsone.netDns2.p01.nsone.netDns3.p01.nsone.netDns4.p01.nsone.net

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Transfer ProhibitedClient Update Prohibited

Top Owner CRD

5123630

Trust Company Affiliate