CM Wealth Advisors
Investment Details
Investor Type
Family Office
Asset Class Focus
Private Equity, Venture Capital
Stage Focus
Growth, Late Stage, Pre-IPO, Buyout
Geographical Focus
United States
Industries Focus
- Financial Services
- Technology
- Healthcare
- Energy
- Consumer Goods
- Real Estate
- Materials
- Telecommunications
- Utilities
- Media
- Retail
- Industrial
- Business Services
- Transportation
- Consumer Services
Investment Size:
10,000,000 to 50,000,000 USD
Investor Details Founded: 1983
CM Wealth Advisors is a multi-family office headquartered in Beachwood, Ohio, managing over $1.7 billion in assets. The firm specializes in private equity and venture capital investments, having committed over $500 million to these asset classes since its inception in 1983. CM Wealth Advisors offers a comprehensive suite of services, including wealth transfer planning, estate planning, investment strategy, tax preparation, bill pay, financial education, and philanthropy, all tailored to align with clients' unique values and aspirations. The firm emphasizes a relationship-driven approach, unifying families and their advisors toward shared financial goals to foster generational prosperity and purpose. With a focus on building lasting relationships, CM Wealth Advisors aims to provide clients with peace of mind by unifying their financial team and implementing personalized financial plans that adapt to changing circumstances. Their investment strategy encompasses a generational outlook, providing clients access to curated investment opportunities in both private and public markets. The firm's commitment to personalized service and comprehensive wealth management has established it as a trusted partner for high-net-worth families seeking to preserve and grow their wealth across generations.
Requirements
- High-net-worth families
- Foundations
- Endowments
Contact
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Mentioned In
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$24.95
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$19.95
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$49.95
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$14.95
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