What departments does CM Wealth Advisors have?

CM Wealth Advisors has employees across 2 departments including Consultant, Sales.

What is the largest department at CM Wealth Advisors?

The largest department at CM Wealth Advisors is Consultant with 1 employees.

Where are CM Wealth Advisors employees located globally?

CM Wealth Advisors has employees across 2 continents and 3 countries including Malaysia, United States Of America, Canada.

How has CM Wealth Advisors's team size changed over time?

CM Wealth Advisors's team has decreased from approximately 21 to 20 employees based on available data.

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CM Wealth Advisors Employee Directory

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.

CM Wealth Advisors Global Highlights

North America
41

United States Of America
40
Canada
1

Asia
1

Malaysia
1

CM Wealth Advisors's Leadership

T. D.
Director Of Private Equity
Mobile Phone
Email
G. I.
Senior Client Advisor
Mobile Phone
Email
M. S.
Principal
Mobile Phone
Email
T. B.
Principal
Mobile Phone
Email
A. M. R.
Sales Executive
Mobile Phone
Email
T. A.
Executive
Mobile Phone
Email

CM Wealth Advisors Employee Metrics

100%

50%

2026

2025

Banking
Business
Entrepreneurship
Legal
Accounting
Other

Contact profiles from CM Wealth Advisors

Name

Title

Contact Info

Location

Last Update

T. D.
Director Of Private Equity
Mobile Phone
Email
Feb 29, 2024
G. I.
Senior Client Advisor
Mobile Phone
Email
Jul 07, 2026
M. S.
Principal
Mobile Phone
Email
Oct 22, 2024
T. B.
Principal
Mobile Phone
Email
Oct 17, 2024
A. M. R.
Sales Executive
Mobile Phone
Email
MalaysiaFederal Territory of Kuala Lumpur
Apr 14, 2026
T. A.
Executive
Mobile Phone
Email
Oct 16, 2024

Frequently Asked Questions

What is CM Wealth Advisors known for?

CM Wealth Advisors was founded in 1983 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-216-831-****

. Explore CM Wealth Advisors's company overview page for more information.

What is CM Wealth Advisors's most common email format?

CM Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more CM Wealth Advisors email formats with LeadIQ.

How many employees does CM Wealth Advisors have currently?

CM Wealth Advisors has approximately 22 employees as of July 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are CM Wealth Advisors's key employees and leadership?

As of July 2026, CM Wealth Advisors's key employees include:

Director Of Private Equity: T. D.
Senior Client Advisor: G. I.
Principal: M. S.
Principal: T. B.
Sales Executive: A. M. R.

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CM Wealth Advisors Employee Directory

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