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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 |
| 76 |
| $100,000 |
| 1300.0% |
| yes |
| C••• P•••••• E••••• 2••• |
| Mar 18, 2024 | $37.6M | 76 | $100,000 | 1300.0% | yes | C••• P•••••• E••••• 2••• |
| Mar 18, 2024 | $37.6M | 76 | $100,000 | 1300.0% | yes | C••• P•••••• E••••• 2••• |
| Jul 21, 2023 | $39.1M | 72 | $100,000 | 1300.0% | yes | C••• P•••••• E••••• 2••• |
| Jul 20, 2023 | $39.1M | 72 | $100,000 | 1300.0% | yes | C••• P•••••• E••••• 2••• |
| Mar 21, 2023 | $39.1M | 72 | $100,000 | 1300.0% | yes | C••• P•••••• E••••• 2••• |
| Oct 27, 2022 | $44.1M | 53 | $100,000 | 1200.0% | yes | C••• P•••••• E••••• 2••• |
| Mar 11, 2022 | $44.1M | 53 | $100,000 | 1200.0% | yes | C••• P•••••• E••••• 2••• |
| Jul 14, 2021 | $34.6M | 47 | $100,000 | 1400.0% | yes | C••• P•••••• E••••• 2••• |
| Jul 14, 2021 | $34.6M | 47 | $100,000 | 1400.0% | yes | C••• P•••••• E••••• 2••• |
| Mar 19, 2021 | $34.6M | 47 | $100,000 | 1400.0% | yes | C••• P•••••• E••••• 2••• |
| Jun 18, 2020 | $34.4M | 47 | $100,000 | 1300.0% | yes | C••• P•••••• E••••• 2••• |
| May 19, 2020 | $34.4M | 47 | $100,000 | 1300.0% | yes | C••• P•••••• E••••• 2••• |
| Mar 23, 2020 | $34.4M | 47 | $100,000 | 1300.0% | yes | C••• P•••••• E••••• 2••• |
| Mar 27, 2019 | $35.2M | 46 | $100,000 | 1300.0% | yes | C••• P•••••• E••••• 2••• |
| Feb 13, 2019 | $34.2M | 40 | $100,000 | 1300.0% | yes | C••• P•••••• E••••• 2••• |
| Jan 2, 2019 | $34.2M | 40 | $100,000 | 1300.0% | yes | C••• P•••••• E••••• 2••• |
| Aug 27, 2018 | $34.2M | 40 | $100,000 | 1300.0% | yes | C••• P•••••• E••••• 2••• |
| Mar 28, 2018 | $34.2M | 40 | $100,000 | 1300.0% | yes | C••• P•••••• E••••• 2••• |
| Mar 29, 2017 | $31.1M | 40 | $100,000 | 1200.0% | yes | C••• P•••••• E••••• 2••• |
| Mar 24, 2016 | $23.4M | 35 | $100,000 | 1300.0% | yes | C••• P•••••• E••••• 2••• |