CM Wealth Advisors LLC
CM Wealth Advisors LLC is an independent investment adviser headquartered in Beachwood, Ohio, United States. Founded in 1987, the firm provides wealth management and investment advisory services primarily to high-net-worth individuals and families. With approximately 22 employees as of 2025, CM Wealth Advisors offers tailored investment management and planning solutions, focusing on meeting the specific financial needs and objectives of their clients.
Investment Strategy
CM Wealth Advisors LLC utilizes a diversified investment approach, managing client portfolios across a broad spectrum of asset classes, including equities, fixed income, and ETFs. Their strategy involves asset allocation based on individual client goals, risk tolerance, and time horizon, utilizing both passive index vehicles and actively managed investments. The firm’s philosophy emphasizes long-term growth, prudent risk management, and personalized service, aiming to preserve and grow clients’ capital over time.
Top Holdings
Equity Positions (81)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
O OEF | ISHARES TR | 21.67% | $73.6M | 241,985 | $242.10 | $304.35 | +$8.5M |
D DIA | SPDR DOW JONES INDL AVERAGE | 14.49% | $49.3M | 111,540 | $349.55 | $440.65 | +$1.8M |
L LECO | LINCOLN ELEC HLDGS INC | 9.11% | $30.9M | 148,747 | $186.00 | $207.32 | +$1.4M |
V VOO | VANGUARD INDEX FDS | 6.79% | $23.1M | 40,521 | $352.50 | $568.03 | +$1.1M |
I IWD | ISHARES TR | 5.26% | $17.9M | 92,069 | $189.26 | $194.23 | +$558.9K |