DFX Intelligence
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Reading the graph
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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 |
|---|---|---|---|---|---|---|
| Mar 27, 2015 | $879,033 | 37 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| B•• M••••• W••••• M••••••••• | B•• M••••• | Boston | Massachusetts | United States | no | n/a |
| 1700.0% |
| yes |
| C••• C•••••••• P••••••• L•• |
| Apr 10, 2014 | $1.5M | 39 | $100,000 | 1700.0% | yes | C••• C•••••••• P••••••• L•• |
| Apr 10, 2014 | $1.5M | 39 | $100,000 | 1700.0% | yes | C••• C•••••••• P••••••• L•• |
| Mar 28, 2014 | $1.5M | 39 | $100,000 | 1700.0% | yes | C••• C•••••••• P••••••• L•• |
| Mar 28, 2013 | $2.0M | 39 | $100,000 | 1700.0% | yes | C••• C•••••••• P••••••• L•• |
| Mar 30, 2012 | $3.0M | 39 | $100,000 | 1700.0% | yes | C••• C•••••••• P••••••• L•• |