CM WEALTH ADVISORS LLC

Q4 2023 13F Holdings

Location
Beachwood, OH
Holdings as of
12/31/2023
Value ($000)
$232,617
Num holdings
75
Date filed
2/5/2024
Form type
13F-HR
Prev filing
11/16/2023
Next filing
5/13/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type