CM Wealth Advisors overview
CM Wealth Advisors contact information
Offices
2000 Auburn Drive, Suite 400, Beachwood, 44122, United StatesContacts
| Name | Job title | Location | |
|---|---|---|---|
Key Contact Mr. Paul A. Bodnar | Job titleChief Investment Officer and Partner | LocationBeachwood, United States | Email  --------- |
| Mr. Neal B. Colby | Job titlePartne, Chief Financial Officer, Chief Compliance Officer and Director of Operations | LocationBeachwood, United States | Email --------- |
| Mr. Douglas McCreery | Job titleChief Executive Officer and Partner | LocationBeachwood, United States | Email ----------- |
| Ms. Aileen P. Werklund | Job titleChief Client Officer and Partner | LocationBeachwood, United States | Email ------ |
CM Wealth Advisors funds managed
Funds in market: 3
| Fund | Fund size | Open date | Strategy |
|---|---|---|---|
Fund size ----- | Open dateJul 2026 | Strategy ----------- | |
Fund size ----- | Open dateApr 2025 | Strategy ----------- | |
Fund size -------- | Open dateNov 2024 | 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 --------- | |