CM Wealth Advisors overview
CM Wealth Advisors contact information
Offices
2000 Auburn Drive, Suite 400, Beachwood, 44122, United StatesContacts
| Name | Job title | Location | |
|---|---|---|---|
 Ms. Aileen P. Werklund | Job titleChief Client Officer and Partner | LocationBeachwood, United States | Email  -------- |
| Ms. Amy R. Lorius | Job titleSenior Client Service Director and Partner | LocationBeachwood, United States | Email ---------- |
| Mr. Ben E. Wallace | Job titleDirector of Investments and Partner | LocationBeachwood, United States | Email ----------- |
| Ms. Cheryl Kravetz | Job titleCompliance and Legal Assistant | LocationBeachwood, United States | Email ----- |
CM Wealth Advisors funds managed
Funds in market: 4
| Fund | Fund size | Open date | Strategy |
|---|---|---|---|
Fund size ----------- | Open dateApr 2025 | Strategy -------- | |
| ------- | Fund size ---------- | Open dateNov 2024 | Strategy ----- |
| ----- | Fund size ------ | Open dateSep 2022 | Strategy --------- |
Closed funds: 15
| Fund | Fund size | Close date | Strategy |
|---|---|---|---|
Fund size --------- | Close dateDec 2024 | Strategy ----------- | |
| ---------- | Fund size --------- | Close dateDec 2022 | Strategy ---------- |
| ------ | Fund size ------- | Close dateDec 2021 | Strategy -------- |