CM WEALTH ADVISORS LLC

Business address
2000 Auburn Drive Ste 400, Beachwood, OH, 44122
Top securities (13F)
OEF, DIA, LECO, VOO, IVV, VIG, IWD, EQWL, NVDA, RSP, IWB, AAPL, IWN, MSFT, GOOGL, VO, IJR, GOOG, PKOH, and SPY
State of incorporation
OH
Fiscal year end
31 December
⭐ Add to watchlist ⭐
CM WEALTH ADVISORS LLC has filed 16 SEC EDGAR filings since 01 May 2023

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 05 Nov 2025 30 Sep 2025 028-23198
13F-HR Open Document Open Filing 06 Aug 2025 30 Jun 2025 028-23198
N-PX Open Document Open Filing 30 Jul 2025 30 Jun 2025 028-23198
13F-HR Open Document Open Filing 24 Apr 2025 31 Mar 2025 028-23198
13F-HR Open Document Open Filing 13 Feb 2025 31 Dec 2024 028-23198
13F-HR Open Document Open Filing 12 Nov 2024 30 Sep 2024 028-23198
N-PX Open Document Open Filing 19 Aug 2024 30 Jun 2024 028-23198
13F-HR Open Document Open Filing 14 Aug 2024 30 Jun 2024 028-23198
13F-HR Open Document Open Filing 13 May 2024 31 Mar 2024 028-23198
13F-HR Open Document Open Filing 05 Feb 2024 31 Dec 2023 028-23198
13F-HR Open Document Open Filing 16 Nov 2023 30 Sep 2023 028-23198
13F-HR Open Document Open Filing 15 Aug 2023 30 Jun 2023 028-23198
13F-HR Open Document Open Filing 11 May 2023 30 Sep 2022 028-23198
13F-HR Open Document Open Filing 09 May 2023 30 Jun 2022 028-23198
13F-HR Open Document Open Filing 04 May 2023 31 Dec 2022 028-23198
13F-HR Open Document Open Filing 01 May 2023 31 Mar 2023 028-23198