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advised by CM WEALTH ADVISORS LLC
Ohio, United States
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| Jul 17, 2024 | $43.1M | 56 | $100,000 | 500.0% | yes | CMWA DEFENSIVE STRATEGIES PARTNERSHIP |
| Mar 18, 2024 | $43.1M | 56 | $100,000 | 500.0% | yes | CMWA DEFENSIVE STRATEGIES PARTNERSHIP |
| Mar 18, 2024 | $43.1M | 56 | $100,000 | 500.0% | yes | CMWA DEFENSIVE STRATEGIES PARTNERSHIP |
| Jul 21, 2023 | $37.3M | 49 | $100,000 | 500.0% | yes | CMWA DEFENSIVE STRATEGIES PARTNERSHIP |
| Jul 20, 2023 | $37.3M | 49 | $100,000 | 500.0% | yes | CMWA DEFENSIVE STRATEGIES PARTNERSHIP |
| Mar 21, 2023 | $37.3M | 49 | $100,000 | 500.0% | yes | CMWA DEFENSIVE STRATEGIES PARTNERSHIP |
| Oct 27, 2022 | $44.1M | 34 | $100,000 | 500.0% | yes | CMWA DEFENSIVE STRATEGIES PARTNERSHIP |
| Mar 11, 2022 | $44.1M | 34 | $100,000 | 500.0% | yes | CMWA DEFENSIVE STRATEGIES PARTNERSHIP |
| Jul 14, 2021 | $40.2M | 33 | $100,000 | 500.0% | yes | CMWA DEFENSIVE STRATEGIES PARTNERSHIP |
| Jul 14, 2021 | $40.2M | 33 | $100,000 | 500.0% | yes | CMWA DEFENSIVE STRATEGIES PARTNERSHIP |
| Mar 19, 2021 | $40.2M | 33 | $100,000 | 500.0% | yes | CMWA DEFENSIVE STRATEGIES PARTNERSHIP |
| Jun 18, 2020 | $36.9M | 34 | $100,000 | 500.0% | yes | CMWA DEFENSIVE STRATEGIES PARTNERSHIP |
| May 19, 2020 | $36.9M | 34 | $100,000 | 500.0% | yes | CMWA DEFENSIVE STRATEGIES PARTNERSHIP |
| Mar 23, 2020 | $36.9M | 34 | $100,000 | 500.0% | yes | CMWA DEFENSIVE STRATEGIES PARTNERSHIP |
| Mar 27, 2019 | $36.1M | 37 | $100,000 | 600.0% | yes | CMWA DEFENSIVE STRATEGIES PARTNERSHIP |
| Feb 13, 2019 | $44.4M | 32 | $100,000 | 600.0% | yes | CMWA DEFENSIVE STRATEGIES PARTNERSHIP |
| Jan 2, 2019 | $44.4M | 32 | $100,000 | 600.0% | yes | CMWA DEFENSIVE STRATEGIES PARTNERSHIP |
| Aug 27, 2018 | $44.4M | 32 | $100,000 | 600.0% | yes | CMWA DEFENSIVE STRATEGIES PARTNERSHIP |
| Mar 28, 2018 | $44.4M | 32 | $100,000 | 600.0% | yes | CMWA DEFENSIVE STRATEGIES PARTNERSHIP |
| Mar 29, 2017 | $38.7M | 32 | $100,000 | 1000.0% | yes | CMWA DEFENSIVE STRATEGIES PARTNERSHIP |
| Mar 24, 2016 | $38.2M | 33 | $100,000 | 900.0% | yes | CMWA DEFENSIVE STRATEGIES PARTNERSHIP |
| Mar 27, 2015 | $37.9M | 30 | $100,000 | 1400.0% | yes | CMWA DEFENSIVE STRATEGIES PARTNERSHIP |
| Apr 10, 2014 | $32.0M | 24 | $100,000 | 1400.0% | yes | CMWA DEFENSIVE STRATEGIES PARTNERSHIP |
| Apr 10, 2014 | $32.0M | 24 | $100,000 | 1400.0% | yes | CMWA DEFENSIVE STRATEGIES PARTNERSHIP |
| Mar 28, 2014 | $32.0M | 24 | $100,000 | 1400.0% | yes | CMWA DEFENSIVE STRATEGIES PARTNERSHIP |
| Mar 28, 2013 | $22.2M | 18 | $100,000 | 1400.0% | yes | CMWA DEFENSIVE STRATEGIES PARTNERSHIP |
| Mar 30, 2012 | $0 | 0 | $100,000 | 0.0% | yes | CMWA DEFENSIVE STRATEGIES PARTNERSHIP |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| BNY MELLON WEALTH MANAGEMENT | BNY MELLON | Boston | Massachusetts | United States | no | n/a |