0001986042-23-000026.txt : 20231116
0001986042-23-000026.hdr.sgml : 20231116
20231116135317
ACCESSION NUMBER: 0001986042-23-000026
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230930
FILED AS OF DATE: 20231116
DATE AS OF CHANGE: 20231116
EFFECTIVENESS DATE: 20231116
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: 231413998
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
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0001764581
XXXXXXXX
09-30-2023
09-30-2023
CM WEALTH ADVISORS LLC
2000 AUBURN DRIVE STE 400
BEACHWOOD
OH
44122
13F HOLDINGS REPORT
028-23198
000119467
801-62376
N
Jared Calvert
Director
859-287-1657
Jared Calvert
Covington
KY
11-16-2023
0
82
259451827
false
INFORMATION TABLE
2
3qtr.xml
3M Co
COM
88579Y101
1277010
990
SH
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0
990
Abbott Labs
COM
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SH
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0
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6455
Abbvie Inc
COM
00287Y109
467057
3383
SH
SOLE
0
0
3383
Air Products Chemicals Inc
COM
009158106
540578
2014
SH
SOLE
0
0
2014
Alphabet Inc
COM
02079K305
2643783
19652
SH
SOLE
0
0
19652
Amazon Com
COM
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306180
2100
SH
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0
0
2100
American Water Works Co Inc
COM
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376863
2889
SH
SOLE
0
0
2889
Apple Inc
COM
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5391
SH
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5391
Bank Of New York Mellon Corp
COM
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5000
SH
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Berkshire Hathaway Inc
COM
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SH
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Chevron Corp
COM
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SH
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Cisco Systems
COM
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Costco Wholesale Corp
COM
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SH
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Crawford Utd Corp Class A
COM
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CSX
COM
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General Electric Co
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Intel Corp
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International Business Machs
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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Johnson Johnson
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JP Morgan Chase Co
COM
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Lilly Eli Co
COM
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Lincoln Electric Holdings Inc
COM
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Lowes Companies
COM
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Mastercard Inc
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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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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U S Treasury Note 1875 Due Aug 31 2024
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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