CM WEALTH ADVISORS LLC
CM WEALTH ADVISORS LLC reported a Form 13F information table total of $469.54 million in 146 entries in its Form 13F-HR for the quarter ended 2026-03-31.
Its holdings by class are not on this site yet.
Form 13F-HR as filed (SEC CIK 1764581): holdings report, quarter ended 2026-03-31, filed 2026-05-08; filing manager in United States.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Stonebrook Private Inc. | United States | $0.470B | 225 |
| Abel Hall, LLC | United States | $0.469B | 811 |
| Uniting Wealth Partners, LLC | United States | $0.470B | 205 |
| Kraft, Davis & Associates, LLC | United States | $0.469B | 151 |
| Archer Investment Corp | United States | $0.469B | 1,248 |
| Astoria Portfolio Advisors LLC. | United States | $0.470B | 297 |
| Granite Bay Wealth Management, LLC | United States | $0.470B | 94 |
| Riverpoint Wealth Management Holdings, LLC | United States | $0.470B | 62 |
| INTEL CORP | United States | $0.470B | 3 |
| Regents Gate Capital LLP | United Kingdom | $0.469B | 36 |