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 --------- |