CM Wealth Advisors Information
Contact top employees from
CM Wealth Advisors
Summary
CM Wealth Advisors is a comprehensive wealth, personal financial management, and investment advisory firm.
Founded in 1983 as a single-client family office, we have grown into a sophistic...Show more
Industries
Financial Services
Headquarters Location
Employees Size
10-50 employees
Specialties
Wealth Management, Investment Advisory, Families and Individuals, Foundations and Endowments, Multi-Family Office
Founded
1983
Contact CM Wealth Advisors
Organization Website
Social Links
Phone Number
216-831-9667
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 1986 | Privately Held | 25 - 100 | 15M | $0 | |
| 1981 | Privately Held | 10-50 | - | $- | |
| - | Privately Held | 10-50 | - | $- | |
| - | - | - | $- |
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at CM Wealth Advisors shows a diverse range of experience levels:
7% have been with the company for less than 1 year13% for 1–2 years13% for 3–4 years20% for 5–7 years20% for 8–10 years27% have over 11 years of service at CM Wealth AdvisorsEx-employees positions
In Company
In New Company
Contact top employees from
CM Wealth Advisors
Paul Bodnar
Partner, Chief Investment Officer
Amy Lorius
Senior Client Service Director
Judi Plescia
Senior Associate
Jackie Bruffey
Associate
Ben Wallace
Partner and Director of Investments
Neal Colby
Member and Chief Financial Officer
Hillary Wise
Director of Compliance & Legal Services
Nick Evans
Associate Director of Investments
Dhairya Patel
Investment Associate
Karen Greco
General Counsel
Jennifer Bonacci
Office Manager
Aileen Bost Werklund
Partner, Sr. Client Service Director
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FAQ
CM Wealth Advisors operates in the Financial Services industries. More details can be found on the official website: CMWealthAdvisors.com.
The headquarters of CM Wealth Advisors are located in Beachwood, United States.
You can contact CM Wealth Advisors by phone at 216-831-9667.
CM Wealth Advisors currently employs 10-50 people.
Well-known competitors of CM Wealth Advisors include Pennsylvania Trust, MJP Wealth Advisors, RCM Wealth Advisors and KCG Investment Advisory Services.
