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CM Wealth Advisors LLC

cmwealthadvisors.com Direct investor

CM Wealth Advisors LLC is an SEC-registered investment adviser and multi-family office founded in 1983. It manages over $2 billion in assets for 30+ families, providing investment, wealth management, and philanthropic services.

CM Wealth Advisors LLC is a family office headquartered in United States, founded in 1983. It invests directly in companies. $2 billion under management, as it reports.

Layer
Direct investor
Type
Family office
Stage
Unknown
Headquarters
United States
Founded
1983
Assets under management
$2 billion

Team, as CM Wealth Advisors LLC publishes it

  • Marian Blessing Manager of Operations, Partner
  • Paul Bodnar CEO, CIO, Managing Member
  • Neal Colby Chief Financial Officer, Partner
  • Veronica A. Eskra Manager of Operations, Partner
  • Nick Evans Assoc. Dir. of Investments, Partner
  • Gary G. Isakov Senior Client Advisor, Partner
  • Amy R. Lorius Senior Client Service Director, Partner
  • Douglas McCreery General Counsel, Partner
  • Cynthia Resch Senior Investment Strategist, Partner
  • Douglas Smorag Chief Operating Officer, Partner
  • Ben Wallace Director of Investments, Partner
  • Aileen Werklund Chief Client Officer, Partner

Names and roles exactly as listed on cmwealthadvisors.com. Nothing else about these people is recorded.

Where this comes from

Every fact above was read from a page CM Wealth Advisors LLC publishes itself. Nothing is taken from third-party databases. Investment activity (deals, co-investors) is not yet recorded.

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Record 4158 · added 2026-09-03 · link last verified 2026-09-06 · confidence high

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