Cm Wealth Advisors Inc.
Cm Wealth Advisors Inc. (CRD# 119467) is a financial advisory firm headquartered in Cleveland, OH. They manage $2,638,414,343 in 497 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management2,638MILLION
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Total Number of Accounts497ACCOUNTS
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Average Account Value$5,308,681
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other

CA, FL, HI, LA, MD, NY, OH, TX
Fred Botek (CRD# 4360854) is an Investment Advisor Representative working at Cm Wealth Advisors Inc. in Pepper Pike, OH and has over 16 years of experience in the finance industry.
Thomas David (CRD# 5648448) is an Investment Advisor Representative working at Cm Wealth Advisors Inc. in Cleveland, OH and has over 9 years of experience in the finance industry.
Douglas Smorag (CRD# 4586700) is an Investment Advisor Representative working at Cm Wealth Advisors Inc. in Cleveland, OH and has over 15 years of experience in the finance industry.