CM Wealth Advisors

CM Wealth Advisors, founded in 1983, is a premier multi-family office that provides comprehensive wealth management and investment advisory services. Initially established as a single-family office, the firm transitioned to serving multiple ultra-high-net-worth families in 2002. CM Wealth Advisors caters to clients with substantial wealth, including their charitable foundations and endowments, offering a high staff-to-client ratio to ensure personalized service. The firm operates on a national scale, managing over $1.7 billion in assets. Their business model revolves around developing and implementing tailored investment programs, acting as Chief Investment Officer for foundations, and providing access to proprietary private equity programs. Revenue is generated through advisory fees based on assets under management and other specialized services. CM Wealth Advisors is particularly suited for families with a multi-generational focus, ensuring long-term financial stability and growth.

Keywords: wealth management, investment advisory, ultra-high-net-worth, multi-generational, private equity, family office, national reach, personalized service, asset management, charitable foundations.