CM Wealth Advisors is a family office - multi based in Beachwood, United States, founded in 1983. Verified contact details, AUM data, and investment preferences on FindLPs.
Founded in 1983 as a single-family office; the founding family remains a client now spanning four generations. It became a multi-client family office in 2002, serving a select number of ultra high-net worth client families, as well as their charitable foundations and endowments. Our services are most appropriate for a family with a net worth in excess of $25 Million with over $1.7 Billion in assets under management. We have $325 Million committed to our Private Equity program since 1990.
Investment types: Buyout, Private Equity, Fund of Funds, Growth/Expansion, Hedge Fund, Venture Capital, Venture Capital - Early Stage, Venture Capital - Later Stage
Sectors & themes: Endowment Fund, Wealth & Estate Planning, Trust Management, Legal & Tax Services, Retirement Planning, Multi-Asset Investing, Investment Management, Capital Markets, Fund of Funds, Charitable Investments High-Level Sectors, Non-Profit, Finance, Financial Services, Traditional Investments (Liquid Assets)
Preferred geographies: United States, China, Asia/Pacific, Global
Location: 2000 Auburn Drive\nSuite 400\nBeachwood\nOhio\n44123\nUnited States
FindLPs holds verified direct email addresses and phone numbers for decision-makers at CM Wealth Advisors. Contact details are masked on the free plan — start a plan to unlock full access and CSV export.
Unlock Contact DetailsSearch 25,850 limited partners with verified contact details.
LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.