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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 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| BNY MELLON WEALTH MANAGEMENT | BNY MELLON | Boston | Massachusetts | United States | no | n/a |
| 38 |
| $100,000 |
| 1600.0% |
| yes |
| C••••• O••• I• A•••• L•• |
| Mar 18, 2024 | $1.0M | 38 | $100,000 | 1600.0% | yes | C••••• O••• I• A•••• L•• |
| Mar 18, 2024 | $1.0M | 38 | $100,000 | 1600.0% | yes | C••••• O••• I• A•••• L•• |
| Jul 21, 2023 | $2.0M | 34 | $100,000 | 1800.0% | yes | C••••• O••• I• A•••• L•• |
| Jul 20, 2023 | $2.0M | 34 | $100,000 | 1800.0% | yes | C••••• O••• I• A•••• L•• |
| Mar 21, 2023 | $2.0M | 34 | $100,000 | 1800.0% | yes | C••••• O••• I• A•••• L•• |
| Oct 27, 2022 | $1.7M | 31 | $100,000 | 1600.0% | yes | C••••• O••• I• A•••• L•• |
| Mar 11, 2022 | $1.7M | 31 | $100,000 | 1600.0% | yes | C••••• O••• I• A•••• L•• |
| Jul 14, 2021 | $1.8M | 27 | $100,000 | 1600.0% | yes | C••••• O••• I• A•••• L•• |
| Jul 14, 2021 | $1.8M | 27 | $100,000 | 1600.0% | yes | C••••• O••• I• A•••• L•• |
| Mar 19, 2021 | $1.8M | 27 | $100,000 | 1600.0% | yes | C••••• O••• I• A•••• L•• |
| Jun 18, 2020 | $1.7M | 27 | $100,000 | 1600.0% | yes | C••••• O••• I• A•••• L•• |
| May 19, 2020 | $1.7M | 27 | $100,000 | 1600.0% | yes | C••••• O••• I• A•••• L•• |
| Mar 23, 2020 | $1.7M | 27 | $100,000 | 1600.0% | yes | C••••• O••• I• A•••• L•• |
| Mar 27, 2019 | $3.0M | 27 | $100,000 | 1600.0% | yes | C••••• O••• I• A•••• L•• |
| Feb 13, 2019 | $4.1M | 26 | $100,000 | 1600.0% | yes | C••••• O••• I• A•••• L•• |
| Jan 2, 2019 | $4.1M | 26 | $100,000 | 1600.0% | yes | C••••• O••• I• A•••• L•• |
| Aug 27, 2018 | $4.1M | 26 | $100,000 | 1600.0% | yes | C••••• O••• I• A•••• L•• |
| Mar 28, 2018 | $4.1M | 26 | $100,000 | 1600.0% | yes | C••••• O••• I• A•••• L•• |
| Mar 29, 2017 | $4.7M | 26 | $100,000 | 2000.0% | yes | C••••• O••• I• A•••• L•• |
| Mar 24, 2016 | $4.9M | 21 | $100,000 | 2000.0% | yes | C••••• O••• I• A•••• L•• |
| Mar 27, 2015 | $5.6M | 20 | $100,000 | 2000.0% | yes | C••••• O••• I• A•••• L•• |
| Apr 10, 2014 | $5.0M | 20 | $100,000 | 2000.0% | yes | C••••• O••• I• A•••• L•• |
| Apr 10, 2014 | $5.0M | 20 | $100,000 | 2000.0% | yes | C••••• O••• I• A•••• L•• |
| Mar 28, 2014 | $5.0M | 20 | $100,000 | 2000.0% | yes | C••••• O••• I• A•••• L•• |
| Mar 28, 2013 | $4.9M | 21 | $100,000 | 2000.0% | yes | C••••• O••• I• A•••• L•• |
| Mar 30, 2012 | $5.0M | 21 | $100,000 | 2000.0% | yes | C••••• O••• I• A•••• L•• |