Compliance Consultant

0001764581-24-000002.txt : 20240513 0001764581-24-000002.hdr.sgml : 20240513 20240513111820 ACCESSION NUMBER: 0001764581-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240513 DATE AS OF CHANGE: 20240513 EFFECTIVENESS DATE: 20240513 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CM WEALTH ADVISORS LLC CENTRAL INDEX KEY: 0001764581 ORGANIZATION NAME: 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: 24937595 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 X0202 13F-HR LIVE false false false 0001764581 XXXXXXXX 03-31-2024 03-31-2024 CM WEALTH ADVISORS LLC

2000 AUBURN DRIVE STE 400 BEACHWOOD OH 44122

13F HOLDINGS REPORT 028-23198 N Andrew Blazejewski Compliance Consultant 513-399-8090 Andrew Blazejewski Covington KY 05-13-2024 0 189 349865620 false INFORMATION TABLE 2 Q113F.xml 3M COM 88579Y101 60095 629 SH SOLE 0 0 629 iShares TSTSP 100 Idx COM 464287101 65704150 266635 SH SOLE 0 0 266635 SPDR DJIndlAveETF COM 78467X109 43582154 112054 SH SOLE 0 0 112054 Vanguard SP 500 ETF COM 922908363 23865555 50201 SH SOLE 0 0 50201 Vanguard DIVApprecIdx FD COM 921908844 19412744 108560 SH SOLE 0 0 108560 iShares TSTRussell 1000 Idx COM 464287622 17776032 62532 SH SOLE 0 0 62532 iShares Russell 1000 Value Index FD COM 464287598 16100106 92069 SH SOLE 0 0 92069 iShares MSCI EAFE SmallCap COM 464288273 11976654 189564 SH SOLE 0 0 189564 SPDR Dow Jones Indl Avrg ETF COM 78467X109 9095697 23386 SH SOLE 0 0 23386 iShares Russell 2000 Value Fund COM 464287630 8195057 52657 SH SOLE 0 0 52657 iShares TSTSP SMCap 600 COM 464287804 5879816 54132 SH SOLE 0 0 54132 Vanguard Total Stock Market ETF COM 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