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CM Wealth Advisors Logo
CM Wealth Advisors Growth Score
90
CB Rank
26214
Heat Score
88
CM Wealth Advisors provides Wealth Management, Investment Advisory, Families and Individuals & Foundations and Endowments
Founded
obfuscation
Private Beachwood, Ohio, United States11-50 www.cmwealthadvisors.com/
Financial Services
Overview

CM Wealth Advisors
Amount Raised
obfuscation
Growth Score
90
Heat Score
88

Amount Raised
obfuscation
Growth Score90
-4 pts
in past quarter
Heat Score 88
16 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Events
Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About CM Wealth Advisors

CB Rank
26214
CM Wealth Advisors provides Wealth Management, Investment Advisory, Families and Individuals & Foundations and Endowments
Founded
obfuscation
Private Beachwood, Ohio, United States11-50 www.cmwealthadvisors.com/
Financial Services

Key People

  • Photo of Paul Bodnar
    Paul Bodnar: Partner, Chief Investment Officer, and, Chief Executive Officer
    Past Role: CM Wealth Advisors, Partner and Chief Investment Officer
  • Photo of R. Douglas McCreery
    R. Douglas McCreery: General Counsel, Partner
    Past Role: CM Wealth Advisors, CEO

Details

Legal Name CM Wealth Advisors
Operating Status Active
Company Type For Profit
Phone Number 216-831-9667
Contact Email hello@cmwealthadvisors.com
Predictions & Insights

Growth Prediction

See this Growth Prediction
Top Contributing Factors
Key Employee Changes

Products & Services

Wealth Management
CM Wealth Advisors offers wealth management services that consolidate financial advisors and investments under a unified strategy tailored to the client's family vision.
Private Investment Opportunities
The firm provides access to exclusive private investment opportunities, including private equity and venture capital, vetted by industry and legal experts.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials

Investments

Number of Funds 3

Investment Breakdown

Number of Funds 3
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 2 Contacts 23

Employee Profiles

News

News and Press

News•Apr 13, 2026
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

663

Interest Signals

TopicSurge Score
Product Launch Logo
Product Launch
86
ConveyThis Logo
ConveyThis
86
Computer Science Logo
Computer Science
84

Actively Used Products

13CM Wealth Advisors uses 13 technology products and services including HTML5, jQuery, and  Google Tag Manager, according to G2 Stack.

Active Website Tech Count

37CM Wealth Advisors is actively using 37 technologies for its website, according to BuiltWith. These include U.S. Server Location, LetsEncrypt, and  HSTS.

Total IP

1CM Wealth Advisors has 1 registered trademark in the 'Insurance; financial affairs' class, according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is CM Wealth Advisors's headquarters? CM Wealth Advisors is located in Beachwood, Ohio, United States.Who are CM Wealth Advisors's competitors? Alternatives and possible competitors to CM Wealth Advisors may include Rockefeller Capital Management, Cresset, and  Northern Trust.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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