CM WEALTH ADVISORS LLC
Q4 2022 13F Holdings
Location
Beachwood, OH
Holdings as of
12/31/2022
Value ($000)
$195,874
Num holdings
73
Date filed
5/4/2023
Form type
13F-HR
Prev filing
5/11/2023
Next filing
5/1/2023
SEC
View on sec.gov
Compare Q4 2022 to
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2024 Q1
2023 Q4
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2023 Q1
2022 Q3
2022 Q2
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type