Cm Wealth Advisors Inc.

Cm Wealth Advisors Inc. (CRD# 119467) is a financial advisory firm headquartered in Cleveland, OH. They manage $2,471,238,263 in 380 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,471
    MILLION
  • Total Number of Accounts
    380
    ACCOUNTS
  • Average Account Value
    $6,503,259
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 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, CO, FL, HI, ID, KY, LA, MD, NY, OH, TX, VA

Financial Advisors at Cm Wealth Advisors Inc.
Showing 1 - 3 of 3 top financial advisors.
1
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 15 years of experience in the finance industry.

2
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 7 years of experience in the finance industry.

3
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 14 years of experience in the finance industry.

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