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