CM Wealth Advisors LLC

Overview

CM Wealth Advisors LLC is an SEC registered investment adviser based in Beachwood, OH, registered since 2003. It reports $3.6B in assets under management across 680 accounts, with 24 employees. It has 5 investment adviser representatives.

Reported AUM

$3.6B

Discretionary

95%

Accounts

680

Average account

$5.3M

Employees

24

Advisory reps

5

Registered since

2003

Jurisdictions

10

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals
• Pooled Investment Vehicles

Fee structure

Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets

Executive officers 3 of 9

• Paul Andrew Bodnar Chief Investment Officer, Chief Executive Officer CRD 5123630
• Aileen Patricia Bost Chief Client Officer CRD 5096049
• Douglas John Smorag Chief Operating Officer CRD 4586700

6 more executive officers, with direct contact details

Advisory reps 3 of 5

• Aileen Patricia Bost Investment Adviser Rep CRD 5096049
• Nicholas James Evans Investment Adviser Rep CRD 6904475
• Amy Ruth Lorius Investment Adviser Rep CRD 7255920

2 more advisory reps, with emails, phones and branch locations

Location

Headquarters

2000 Auburn Dr Ste 400
Beachwood, OH 44122

County

Cuyahoga

Metro area

Cleveland-Elyria, OH

Region

Midwest

Registrations

• SEC registered
• Registered in 10 jurisdictions
• Website: cmwealthadvisors.com

Every state, with registration dates

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