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).

Current Firm Details
30195 Chagrin Blvd., Suite 250, Cleveland, OH 44124
http://www.cmwealthadvisors.com
By the Numbers
  • Total Assets Under Management
    2,638
    MILLION
  • Total Number of Accounts
    497
    ACCOUNTS
  • Average Account Value
    $5,308,681
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, HI, LA, MD, NY, OH, TX

Financial Advisors at Cm Wealth Advisors Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Fred Botek, financial advisor Pepper Pike OH
Fred G. Botek
CRD#: 4360854
30195 Chagrin Blvd, Ste 250, Pepper Pike, OH 44124
93
Wealthminder
score

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.

2
Thomas David, financial advisor Cleveland OH
Thomas V. David
CRD#: 5648448
30195 Chagrin Blvd., Suite 250, Cleveland, OH 44124
93
Wealthminder
score

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.

3
Douglas Smorag, financial advisor Cleveland OH
Douglas J. Smorag
CRD#: 4586700
30195 Chagrin Blvd.,, Suite 250, Cleveland, OH 44124
93
Wealthminder
score

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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