CM Wealth Advisors Information
Get Verified Emails For CM Wealth Advisors
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
Organization Website | CMWealthAdvisors.com |
Social Links |  |
Phone Number | 216-831-9667 |
Industries | |
Headquarters Location | 2000 Auburn Dr, Beachwood, Ohio, 44122 US |
Employees Size | 10-50 employees |
Specialties | Wealth Management, Investment Advisory, Families and Individuals, Foundations and Endowments, Multi-Family Office |
Founded | 1983 |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 1986 | Privately Held | 25 - 100 | 15M | $0 | |
| 1981 | Privately Held | 10-50 | - | $- | |
| - | Privately Held | 10-50 | - | $- | |
| - | - | - | $- |
Employees Turnover 1 quarter 2026
Number of employees switched from or switched to
Total number all of employee turnover
See companies people switched from or switched to
Length of Employment
Employee tenure at CM Wealth Advisors shows a diverse range of experience levels:
5% have been with the company for less than 1 year16% for 1–2 years11% for 3–4 years21% for 5–7 years21% for 8–10 years26% have over 11 years of service at CM Wealth AdvisorsDiscover More
Ex-employees positions
In Company
In New Company
Sign Up
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
Associate 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
Tierney Bishop
Client Services Director
Companies Similar to CM Wealth Advisors
FAQ
CM Wealth Advisors operates in the Finance 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.
Data Privacy
GDPR COMPLIANT
SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.
CCPA COMPLIANT
SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.
