CM Wealth Advisors LLC | Fee-Only Adviser in Beachwood, OH

CM Wealth Advisors LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Beachwood, Ohio. On its latest Form ADV, filed March 24, 2026, it reports $3.6B in regulatory assets under management, 204 individual clients and 11 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Visit website View SEC record and brochure

Key facts from Form ADV

Registration	SEC-registered
Firm CRD number	119467 · SEC file 801-62376
Office	2000 Auburn Drive Suite 400 Beachwood, OH 44122
Phone	(216) 831-9667
Website	www.cmwealthadvisors.com
Regulatory assets under management	$3.6B ($3.4B discretionary)
Individual clients	73 non-high-net-worth, 131 high-net-worth
Financial planning clients	101-250
How it charges	Percentage of assets, Hourly, Fixed fee, Other
Services	Financial planning, Portfolio management, Selection of other advisers, Educational seminars
Employees	24
Disciplinary disclosures	None reported
Latest Form ADV filing	March 24, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
It also charges a percentage of assets managed for ongoing investment management.
Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
It provides financial planning services, not only portfolio management.
It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

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