CM Wealth Advisors

Is this your firm? Verify your profile


Last updated: November 11th, 2019. Data source: SEC filings.

CM Wealth Advisors, federally registered in 2003, is a Registered Investment Advisor (RIA) in 8 state(s) with a licensed staff of 1 advisors. CM Wealth Advisors manages $2.6 billion and provides investment advisory services for 167 clients (1:167 advisor/client ratio). This firm does not have a disciplinary history.


View More keyboard_arrow_down


View More keyboard_arrow_down

Download PDF

Firm Information

Feature Value
Rank (United States) Top 1%
Advisors Directory View Directory
Top Advisor Douglas John Smorag
Avg Advisor Trust Score 96
Avg Advisor Years Registered 4
Minimum Investment $5,000,000
Average Client Balance $15,823,259
Total AUM $2.6 billion
Advisor / Client Ratio 1:167
Headquarters Beachwood, OH
SEC Filings Forms and Brochures    (CRD # 119467)
State(s) Registered CA, FL, HI, LA, MD, NY, OH, TX

Questions & Answers

Get answers about CM Wealth Advisors

Ask a question question_answer