0001764581-23-000004.txt : 20230504
0001764581-23-000004.hdr.sgml : 20230504
20230504150442
ACCESSION NUMBER: 0001764581-23-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230504
DATE AS OF CHANGE: 20230504
EFFECTIVENESS DATE: 20230504
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: CM WEALTH ADVISORS LLC
CENTRAL INDEX KEY: 0001764581
IRS NUMBER: 341410460
STATE OF INCORPORATION: OH
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-23198
FILM NUMBER: 23888154
BUSINESS ADDRESS:
STREET 1: 2000 AUBURN DRIVE STE 400
CITY: BEACHWOOD
STATE: OH
ZIP: 44122
BUSINESS PHONE: 216-831-4108
MAIL ADDRESS:
STREET 1: 2000 AUBURN DRIVE STE 400
CITY: BEACHWOOD
STATE: OH
ZIP: 44122
13F-HR
1
primary_doc.xml
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13F-HR
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0001764581
XXXXXXXX
12-31-2022
12-31-2022
CM WEALTH ADVISORS LLC
2000 AUBURN DRIVE STE 400
BEACHWOOD
OH
44122
13F HOLDINGS REPORT
028-23198
N
Neal Colby
Chief Compliance Officer
2168314020
roseann higgins
covington
KY
05-04-2023
0
73
195873682
false
INFORMATION TABLE
2
Q42022CMWEALTH13F.xml
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COM
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Abbvie Inc
COM
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Air Products Chemicals Inc
COM
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Alphabet Inc
COM
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Alphabet Inc
COM
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Apple
COM
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SH
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Bank Of New York Mellon Corp
COM
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SH
SOLE
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Berkshire Hathaway a
COM
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COM
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Cisco Systems
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COM
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COM
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CSX
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COM
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Johnson Johnson
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JP Morgan Chase Co
COM
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COM
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COM
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Lowes Companies
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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