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CM Wealth Advisors, LLC

Multifamily office listing in Beachwood, Ohio, United States.

  • SEC-registered
  • Founded 1983
Regulatory AUM
$3.6 billion
Employees
24
Clients
101-250
Founded
1983

CM Wealth is an SEC registered investment adviser serving families, individuals, institutions, pooled vehicles, and charities from Beachwood, Ohio.12347

Overview

CM Wealth is the marketing name for CM Wealth Advisors LLC. The firm provides discretionary and non discretionary investment advice on an individual basis.7 Its directory record lists Beachwood, Ohio, as its only office.2

The SEC and IAPD directory record lists 73 individuals who are not high net worth, 131 high net worth individuals, 29 pooled vehicles, and 11 charities as client types.4

History

CM Wealth says it was founded in 1983 as a single family office. The firm says it later became a multi family office owned by its employees.8

In April 2026, the firm announced Paul Bodnar as CEO and Managing Member, succeeding R. Douglas McCreery. The announcement described the firm as independent and employee owned, with a planned leadership succession.29

Timeline

  1. 1983CM Wealth says it was founded in 1983 as a single family office.
  2. 2026In April 2026, the firm announced Paul Bodnar as CEO and Managing Member, succeeding R.

Leadership

Paul Bodnar is CEO, CIO, and Managing Member.18 Neal Colby, CPA, CEPA, is Chief Financial Officer and Partner.19 Douglas McCreery, JD, is General Counsel and Partner.20 Douglas Smorag, CPA, PFS, is Chief Operating Officer and Partner.21

Ben Wallace, CPA, CFA®, is Director of Investments and Partner.22 Aileen Werklund, CFP®, is Chief Client Officer and Partner.23 Marian Blessing, CPA, and Veronica A. Eskra, CPA Inactive, are Managers of Operations and Partners.24

Nick Evans, CFA®, is Associate Director of Investments and Partner.25 Gary G. Isakov, CPA Inactive, is Senior Client Advisor and Partner.26 Amy R. Lorius, CFP®, is Senior Client Service Director and Partner.27 Cynthia Resch is Senior Investment Strategist and Partner.28 James W. Wert is Advisory Board Chair and Senior Advisor.28

Services

The SEC and IAPD record lists financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, selection of other advisers, educational seminars, and other services.5 Listed fee types include a percentage of assets under management, hourly fees, fixed fees, and other fees.6

The firm lists investment management, liquidity and exit planning, tax preparation, private investments, trusts and estates, legacy and philanthropy, concierge care, risk management, household CFO and bill pay, and family governance and education.14

It also describes standalone assets under management or retainer based investment advice, outsourced chief investment officer services for endowment and foundation clients, back office support, business consulting, strategic partnerships, and consolidated oversight of other advisory relationships.15

CM Wealth says it helps unify relatives, advisers, accountants, attorneys, and managers around shared family goals.10 Its wealth transfer and family office services include estate planning, investment strategy, tax preparation, bill pay, financial education, philanthropy, trust administration, adviser coordination, and family governance.11 The firm says it structures donor advised funds, mission aligned investments, and stewarded grantmaking for clients seeking philanthropic impact.12

What the firm offers

  • Investment management
  • Financial planning
  • Tax planning
  • Estate planning
  • Philanthropy
  • Family governance and education
  • Administration and bill pay
  • Risk and insurance
  • Business owner services

Client focus

The directory lists individuals, pooled vehicles, and charities among the firm’s client types.4 The firm describes services for families, endowment and foundation clients, and clients seeking support with wealth transfer, governance, education, and philanthropy.10111215

Investment philosophy and approach

The firm says its investment allocation spans public equity, fixed income, private equity and venture, real estate, and credit.16 Its private markets program targets private equity, venture capital, private credit, real estate, and secondaries, with investment, operational, legal, and tax diligence.17

CM Wealth says public market implementation combines passive and active public equity and fixed income strategies with structured credit, liquid alternatives, tactical allocation, and selective hedging.17 Its manager selection process uses quantitative screening and qualitative due diligence covering track record, team stability, investment process, risk controls, and alignment of economics.17

Assets and minimums

The SEC and IAPD directory record reports regulatory assets under management of $3,597,372,487 and 24 employees as of March 24, 2026.3 The record does not state an account minimum.3

By the numbers

Regulatory AUM by year$0K$989M$2.0B$3.0B$4.0B2016201720182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 119467. As of .
Regulatory assets under management
YearRegulatory AUMDiscretionaryNon-discretionary
2016$2.5 billion$2.2 billion$240 million
2017$2.6 billion$2.4 billion$253 million
2018$3.1 billion$2.9 billion$257 million
2019$2.6 billion$2.4 billion$262 million
2020$2.9 billion$2.6 billion$310 million
2021$3.0 billion$2.9 billion$149 million
2022$3.5 billion$3.4 billion$170 million
2023$3.0 billion$2.9 billion$132 million
2025$3.4 billion$3.2 billion$156 million
2026$3.6 billion$3.4 billion$166 million
Average AUM per client by year$0K$5M$11M$16M$22M20182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 119467. Regulatory AUM divided by the client count reported in Item 5D. Client types reported as fewer than 5 are not counted, so this is approximate. As of .
Average AUM per client
YearAverage AUM per client
2018$18 million
2019$16 million
2020$18 million
2021$18 million
2022$20 million
2023$15 million
2025$16 million
2026$15 million
Clients by type (2026)High net worth individuals131Individuals73Pooled investment vehicles29Charities11
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 119467. "<5" means the firm reported fewer than 5 clients of that type. As of .
Clients by type
Client typeClients (2026)
Individuals73
High net worth individuals131
Pooled investment vehicles29
Charities11
Employees by year071320262016201720182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 119467. As of .
Employees reported on Form ADV
YearEmployees
201619
201719
201819
201920
202021
202120
202221
202322
202522
202624

Ranks #4 of 7 SEC-registered firms in OH on MultifamilyOffices.com by regulatory AUM.

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 119467. Ranking uses only firms profiled on MultifamilyOffices.com. As of .

FAQs

When was CM Wealth founded?

CM Wealth says it was founded in 1983 as a single family office.8

Where is CM Wealth located?

The directory record lists Beachwood, Ohio, United States, as the firm’s office location.2

What types of investments does CM Wealth describe?

The firm describes public equity, fixed income, private equity and venture, real estate, credit, private credit, secondaries, structured credit, liquid alternatives, tactical allocation, and selective hedging.1617

  • LocationMultifamily offices in Ohio

    This Ohio directory helps compare firms serving affluent families and business owners near Beachwood. It gives context for assessing whether investment management, planning, tax, estate, insurance, and family governance services fit your needs in the region.

  • Network siteEstatePlanner.com

    EstatePlanner.com offers plain language guides on wills, trusts, and related decisions. A family considering CM Wealth can use these materials to prepare questions about estate planning, philanthropy, business ownership, and how those plans connect with broader financial work.

  • Network siteFamilyOfficeDatabases.com

    FamilyOfficeDatabases.com lists family offices and investors by market and focus. Business owners, families, institutions, and charities can use the databases to understand how different advisory relationships are structured and identify questions about administration, bill pay, investments, or governance.

  • GuideWhen does a family need its own office

    This article explains signs that a family may need dedicated office support instead of coordinating each task separately. Its framework can help Ohio families think through investment oversight, reporting, bill pay, family education, philanthropy, and the complexity of business or multigenerational responsibilities.

  • Similar firmsSt. Clair Advisors
    Trust Company Family Offices
    Wellspring Family Office

    Profiles of St. Clair Advisors, Trust Company Family Offices, and Wellspring Family Office provide nearby points of comparison on this site. Reviewing their stated services and client focus can help families and business owners define questions for CM Wealth about planning, investments, governance, and administration.

Sources

  1. SEC Form ADV , accessed October 23, 2026.
  2. SEC IAPD record , as of March 24, 2026.
  3. SEC IAPD record , as of March 24, 2026.
  4. SEC IAPD record , as of March 24, 2026.
  5. SEC IAPD record , as of March 24, 2026.
  6. SEC IAPD record , as of March 24, 2026.
  7. CM Wealth home page , accessed October 23, 2026.
  8. CM Wealth home page , accessed October 23, 2026.
  9. CM Wealth home page , accessed October 23, 2026.
  10. CM Wealth home page , accessed October 23, 2026.
  11. CM Wealth home page , accessed October 23, 2026.
  12. CM Wealth home page , accessed October 23, 2026.
  13. CM Wealth services , accessed October 23, 2026.
  14. CM Wealth services , accessed October 23, 2026.
  15. CM Wealth services , accessed October 23, 2026.
  16. CM Wealth investment approach , accessed October 23, 2026.
  17. CM Wealth investment approach , accessed October 23, 2026.
  18. CM Wealth team , accessed October 23, 2026.
  19. CM Wealth team , accessed October 23, 2026.
  20. CM Wealth team , accessed October 23, 2026.
  21. CM Wealth team , accessed October 23, 2026.
  22. CM Wealth team , accessed October 23, 2026.
  23. CM Wealth team , accessed October 23, 2026.
  24. CM Wealth team , accessed October 23, 2026.
  25. CM Wealth team , accessed October 23, 2026.
  26. CM Wealth team , accessed October 23, 2026.
  27. CM Wealth team , accessed October 23, 2026.
  28. CM Wealth team , accessed October 23, 2026.
  29. CM Wealth CEO announcement , accessed October 23, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.

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