CM Wealth Advisors LLC
Beachwood, OH · CRD 119467
Private equity manager
CM Wealth Advisors LLC is an SEC-registered investment adviser based in Beachwood, OH that reports managing 30 private funds on Form ADV, including 21 private equity funds. It reports $3.6 billion in regulatory assets under management. Its private funds hold $1.6 billion in gross assets.
- Regulatory assets under management
- $3.6 billionForm ADV Item 5.F
- Gross assets of private funds
- $1.6 billionAll private fund types, Form ADV
- Private funds managed
- 30PE 21 · VC 0 · hedge 0
- Employees
- 24Form ADV Item 5.A
- Registration
- SEC-registered adviserCRD 119467
- Latest Form ADV
- 03/24/2026Disciplinary disclosures: none reported
Private equity funds filing Form D (1)
Fund
First sale
Raised
Investors
Minimum
Offering
CM Wealth Private Investment Strategies LLC
Beachwood, OHEmerging
First saleDec 2025
Raised$2.5M
Investors27
Minimum$100K
Offering506(b)
Matched to this firm by the fund names and related persons in each Form D. The list may be incomplete.
Private funds reported on Form ADV (28)
Fund
Gross assets
Minimum
Owners
Adviser
Cmwa Capital Appreciation Fund LLC
Ohio, United StatesPrivate fund
Gross assets$233M
Minimum$100K
Owners192
AdviserCM Wealth Advisors LLC
Cmwa Mid Cap Partnership LLC
Ohio, United StatesPrivate fund
Gross assets$194M
Minimum$100K
Owners63
AdviserCM Wealth Advisors LLC
Cmwa Micro Cap Fund LLC
Ohio, United StatesPrivate fund
Gross assets$148M
Minimum$100K
Owners94
AdviserCM Wealth Advisors LLC
Cmwa Small Cap Fund LLC
Ohio, United StatesPrivate fund
Gross assets$119M
Minimum$100K
Owners85
AdviserCM Wealth Advisors LLC
Cmwa Private Equity 2022 LLC
Ohio, United StatesPrivate equity fund
Gross assets$85.9M
Minimum$100K
Owners93
AdviserCM Wealth Advisors LLC
Cmwa Foreign Developed Partnership
Ohio, United StatesPrivate fund
Gross assets$80.3M
Minimum$100K
Owners71
AdviserCM Wealth Advisors LLC
Cmwa Large Cap Partnership LLC
Ohio, United StatesPrivate fund
Gross assets$62.3M
Minimum$100K
Owners60
AdviserCM Wealth Advisors LLC
Cmwa Emerging Markets Partnership
Ohio, United StatesPrivate fund
Gross assets$53.0M
Minimum$100K
Owners79
AdviserCM Wealth Advisors LLC
Cmwa Private Equity 2019
Ohio, United StatesPrivate equity fund
Gross assets$45.2M
Minimum$100K
Owners70
AdviserCM Wealth Advisors LLC
Cmwa Private Equity 2021
Ohio, United StatesPrivate equity fund
Gross assets$45.2M
Minimum$100K
Owners87
AdviserCM Wealth Advisors LLC
Cmwa Private Opportunities Fund III
Ohio, United StatesPrivate equity fund
Gross assets$43.9M
Minimum$100K
Owners89
AdviserCM Wealth Advisors LLC
Cmwa Defensive Strategies Partnership
Ohio, United StatesPrivate fund
Gross assets$43.1M
Minimum$100K
Owners56
AdviserCM Wealth Advisors LLC
Cmwa Private Equity 2017
Ohio, United StatesPrivate equity fund
Gross assets$41.2M
Minimum$100K
Owners74
AdviserCM Wealth Advisors LLC
Cmwa Capital Appreciation Nq
Ohio, United StatesPrivate fund
Gross assets$41.1M
Minimum$100K
Owners40
AdviserCM Wealth Advisors LLC
Cmwa Private Equity 2015
Ohio, United StatesPrivate equity fund
Gross assets$37.6M
Minimum$100K
Owners76
AdviserCM Wealth Advisors LLC
Cmwa Private Equity 2016 LLC
Ohio, United StatesPrivate equity fund
Gross assets$37.2M
Minimum$100K
Owners74
AdviserCM Wealth Advisors LLC
Cmwa Private Equity 2018 LLC
Ohio, United StatesPrivate equity fund
Gross assets$35.6M
Minimum$100K
Owners67
AdviserCM Wealth Advisors LLC
Cmwa Private Equity 2020
Ohio, United StatesPrivate equity fund
Gross assets$34.6M
Minimum$100K
Owners70
AdviserCM Wealth Advisors LLC
Cmwa Private Opportunities II
Ohio, United StatesPrivate equity fund
Gross assets$31.6M
Minimum$100K
Owners56
AdviserCM Wealth Advisors LLC
Cmwa Private Equity 2014
Ohio, United StatesPrivate equity fund
Gross assets$15.7M
Minimum$100K
Owners69
AdviserCM Wealth Advisors LLC
Cmwa Private Equity 2012
Ohio, United StatesPrivate equity fund
Gross assets$14.7M
Minimum$100K
Owners80
AdviserCM Wealth Advisors LLC
Cmwa Private Opportunities I
Ohio, United StatesPrivate equity fund
Gross assets$12.7M
Minimum$100K
Owners37
AdviserCM Wealth Advisors LLC
Clanco Opportunities II Partnership LLC
Ohio, United StatesPrivate equity fund
Gross assets$12.1M
Minimum$100K
Owners32
AdviserCM Wealth Advisors LLC
Cmwa Private Equity 2011 LLC
Ohio, United StatesPrivate equity fund
Gross assets$6.2M
Minimum$100K
Owners63
AdviserCM Wealth Advisors LLC
Clanco Opportunities Partnership LLC
Ohio, United StatesPrivate equity fund
Gross assets$2.0M
Minimum$100K
Owners47
AdviserCM Wealth Advisors LLC
Cmwa Biomotiv
Ohio, United StatesPrivate equity fund
Gross assets$1.5M
Minimum$100K
Owners13
AdviserCM Wealth Advisors LLC
Clanco Opps I Annex LLC
Ohio, United StatesPrivate equity fund
Gross assets$1.0M
Minimum$100K
Owners38
AdviserCM Wealth Advisors LLC
Clanco Private Equity 2010 LLC
Ohio, United StatesPrivate equity fund
Gross assets$852K
Minimum$100K
Owners36
AdviserCM Wealth Advisors LLC
As reported in the adviser's Form ADV filed Jul 17, 2024. Funds also listed from Form D are shown above.
From SEC filings. Firm data comes from the SEC's Form ADV data. AltMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures