Insights

Leadership Change Recent appointment of Paul Bodnar as CEO signals potential strategic shifts and new relationship opportunities; engage to align multi-family office capabilities with evolving leadership vision and executive-level introductions.

Growth Focus Operating across 19 locations and serving ultra-high net worth families, CM Wealth Advisors presents cross-regional expansion and onboarding opportunities for tailored family office services and investment counsel.

Scale Intelligence Revenue range suggests a sizable mid-market advisory firm with advanced capabilities; target for strategic partnerships, technology integrations, and outsourced investment solutions to enhance scalability.

Tech Stack Online platforms include Squarespace, Wix, WordPress and Google Cloud indicating potential openness to modern digital tools, client portals, and fintech integrations to improve client experience and data security.

Strategic Partnerships History of executive promotions and growth initiatives presents openings for alliance discussions in areas like fiduciary services, impact investing, financial planning, and family governance solutions to expand service breadth.

CM Wealth Advisors Tech Stack

CM Wealth Advisors uses 8 technology products and services including Squarespace, Wix, WordPress, and more. Explore CM Wealth Advisors's tech stack below.

Squarespace

Content Management System

Wix

Content Management System

WordPress

Content Management System

Squarespace Commerce

E-commerce

Google Cloud

Infrastructure As A Service

jQuery

Javascript Libraries

Lodash

Javascript Libraries

reCAPTCHA

Security

CM Wealth Advisors Email Formats	Example	Percentage
FLast@cmwealthadvisors.com	JDoe@cmwealthadvisors.com	98%
First.Last@cmwealthadvisors.com	John.Doe@cmwealthadvisors.com	2%

CM Wealth Advisors Email Formats

Example

Percentage

FLast@cmwealthadvisors.com

JDoe@cmwealthadvisors.com

98%

First.Last@cmwealthadvisors.com

John.Doe@cmwealthadvisors.com

Frequently Asked Questions

What is CM Wealth Advisors's phone number?

You can contact CM Wealth Advisors's main corporate office by phone at

+1-216-831-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is CM Wealth Advisors's official website and social media links?

CM Wealth Advisors's official website is cmwealthadvisors.com and has social profiles on LinkedIn.

How much revenue does CM Wealth Advisors generate?

As of August 2026, CM Wealth Advisors's annual revenue is estimated to be $50M - $100M.

What is CM Wealth Advisors's NAICS code?

CM Wealth Advisors's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does CM Wealth Advisors have currently?

As of August 2026, CM Wealth Advisors has approximately 22 employees across 2 continents, including North America and Asia. Key team members include Director Of Private Equity: T. D., Senior Client Advisor: G. I. and Principal: M. S. Explore CM Wealth Advisors's employee directory with LeadIQ.

What industry does CM Wealth Advisors belong to?

CM Wealth Advisors operates in the Investment Management industry.

What technology does CM Wealth Advisors use?

CM Wealth Advisors's tech stack includes Squarespace, Wix, WordPress, Squarespace Commerce, Google Cloud, jQuery, Lodash and reCAPTCHA.

What is CM Wealth Advisors's email format?

CM Wealth Advisors's email format typically follows the pattern of FLast@cmwealthadvisors.com. Find more CM Wealth Advisors email formats with LeadIQ.

When was CM Wealth Advisors founded?

CM Wealth Advisors was founded in 1983.

CM Wealth Advisors

Q: How many employees does CM Wealth Advisors have currently?

CM Wealth Advisors has approximately 22 employees.

Q: What technology does CM Wealth Advisors use?

CM Wealth Advisors's tech stack includes Lodash, Cufon, X-Content-Type-Options, Stimulus, Twemoji.

Q: What is CM Wealth Advisors's NAICS code?

CM Wealth Advisors's NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementOhio, United States11-50 Employees

CM Wealth Advisors is an investment management firm offering comprehensive wealth management, personal financial management, and investment advisory services. Founded in 1983 as a single-client family office, it has evolved into a multi-family office that serves ultra-high-net-worth families and their foundations. Based in Beachwood, Ohio, the firm emphasizes objective counsel, attentive client service, and a disciplined approach to investment management.

As an independent multi-family office, it operates with a broad geographic footprint to support clients across multiple locations. In April 2026, CM Wealth Advisors appointed Paul Bodnar as chief executive officer and managing member, reflecting a leadership transition. The firm’s core client base remains ultra-high-net-worth families seeking integrated wealth and investment management delivered through a structured, objective framework.

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