CM Wealth Advisors
Investment Management • 
Beachwood, Ohio, United States • 21-50 Employees
Company overview
| Headquarters | 2000 Auburn Dr, Beachwood, Ohio 44122, US |
| Phone number | +12168319667 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Wealth Management, Investment Advisory, Foundations And Endowments, Multi-Family Office, Families And Individuals |
| Founded | 1983 |
| Employees | 21-50 |
| Socials |
Key Contacts at CM Wealth Advisors
Tierney Bishop
Client Services Director
Ben Wallace
Partner And Director Of Investments
Nick Evans
Associate Director Of Investments
Amy R. Lorius
Senior Client Service Director
Douglas Mccreery
Ceo
CM Wealth Advisors Email Formats
CM Wealth Advisors uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@cmwealthadvisors.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@cmwealthadvisors.com | 55% |
{first name}{last name} | johndoe@cmwealthadvisors.com | 45% |
About CM Wealth Advisors
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 sophisticated multi-family office serving ultra-high net worth wealthy families and their foundations. As a preeminent multi-family office we offer objective counsel, exceptional client service, and a disciplined, sophisticated approach to investment management.
CM Wealth Advisors revenue & valuation
| Annual revenue | $1,882,210 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $6,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
CM Wealth Advisors has 10 employees across 5 departments.
Departments
Number of employees
Funding Data
CM Wealth Advisors has never raised funding before.
CM Wealth Advisors Tech Stack
Discover the technologies and tools that power CM Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.
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Tag managers
United Arab Emirates
Netherlands
Canada
Frequently asked questions
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