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CM Wealth Advisors Employee Directory

Investment ManagementOhio, United States11-50 Employees

CM Wealth Advisors is an investment management firm offering comprehensive wealth management, personal financial management, and investment advisory services. Founded in 1983 as a single-client family office, it has evolved into a multi-family office that serves ultra-high-net-worth families and their foundations. Based in Beachwood, Ohio, the firm emphasizes objective counsel, attentive client service, and a disciplined approach to investment management.

As an independent multi-family office, it operates with a broad geographic footprint to support clients across multiple locations. In April 2026, CM Wealth Advisors appointed Paul Bodnar as chief executive officer and managing member, reflecting a leadership transition. The firm’s core client base remains ultra-high-net-worth families seeking integrated wealth and investment management delivered through a structured, objective framework.

Find CM Wealth Advisors employees' phone numbers or email addresses

CM Wealth Advisors Global Highlights

Location
Employees

North America
41

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  • United States Of America
    40
  • Canada
    1

Asia
1

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  • Malaysia
    1

CM Wealth Advisors's Leadership

  • Director Of Private Equity at CM Wealth Advisors
    T. D.
    Director Of Private Equity
    Mobile Phone
  • Senior Client Advisor at CM Wealth Advisors
    G. I.
    Senior Client Advisor
    Mobile Phone
  • Principal at CM Wealth Advisors
    M. S.
    Principal
    Mobile Phone
  • Principal at CM Wealth Advisors
    T. B.
    Principal
    Mobile Phone
  • Sales Executive at CM Wealth Advisors
    A. R.
    Sales Executive
    Mobile Phone
  • Executive at CM Wealth Advisors
    T. A.
    Executive
    Mobile Phone

CM Wealth Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Entrepreneurship
  • Legal
  • Other

Contact profiles from CM Wealth Advisors

Name
Title
Contact
Location
Last Update
  • Director Of Private Equity at CM Wealth Advisors
    T. D.
    Director Of Private Equity
    Mobile Phone
    Feb 29, 2024
  • Senior Client Advisor at CM Wealth Advisors
    G. I.
    Senior Client Advisor
    Mobile Phone
    Sep 04, 2026
  • Principal at CM Wealth Advisors
    M. S.
    Principal
    Mobile Phone
    Oct 22, 2024
  • Principal at CM Wealth Advisors
    T. B.
    Principal
    Mobile Phone
    Oct 17, 2024
  • Sales Executive at CM Wealth Advisors
    A. R.
    Sales Executive
    Mobile Phone
    Malaysia, Federal Territory of Kuala Lumpur
    Aug 12, 2026
  • Executive at CM Wealth Advisors
    T. A.
    Executive
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is CM Wealth Advisors known for?

Minus sign iconPlus sign iconCM Wealth Advisors was founded in 1983 and operates in the Investment Management industry. You can contact CM Wealth Advisors's main corporate office by phone at
+1-216-831-****
. Explore CM Wealth Advisors's company overview page for more information.

What is CM Wealth Advisors's most common email format?

Minus sign iconPlus sign iconCM Wealth Advisors employees' email format typically follows the pattern of FLast@cmwealthadvisors.com. Trying to find reliable and up-to-date employee contact data? Find more CM Wealth Advisors email formats with LeadIQ.

How many employees does CM Wealth Advisors have currently?

Minus sign iconPlus sign iconCM Wealth Advisors has approximately 22 employees as of August 2026. These team members are located across 2 continents, including North America and Asia.

Who are CM Wealth Advisors's key employees and leadership?

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As of August 2026, CM Wealth Advisors's key employees include:

  • Director Of Private Equity: T. D.
  • Senior Client Advisor: G. I.
  • Principal: M. S.
  • Principal: T. B.
  • Sales Executive: A. R.

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