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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.
Latest 13F Filing Activity
CM Wealth Advisors LLC filed their most recent 13F report on Jun 30, 2025 disclosing 81 equity positions with a total 13F market value of $340M. The fund increased holdings in Ishares TR, Ishares TR, Invesco Exchange Traded FD T among other positions. CM Wealth Advisors LLC reduced exposure to Ishares TR, Exxon Mobil Corp., American WTR WKS Co. Inc. New among others.
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 |
Industry Allocation
Investment Team (4)
| Name | Role | Location | |
|---|---|---|---|
 | Associate | Cleveland, OH , United States | |
 | Senior Associate | Cleveland, OH , United States | |
P Paul Bodnar | Partner, Chief Investment Officer | Cleveland, OH , United States | |
D Dhairya Patel | Investment Associate | United States |
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