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- Custodian
- BNY Mellon · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-15-2003
- Office Locations
- 5
Office Locations
About CM Wealth Advisors LLC
CM Wealth Advisors is a boutique multi-family office serving high-net-worth, multi-generation families. The team acts as a “quarterback,” coordinating relatives and outside advisors to deliver integrated investment management across public and private markets, alongside wealth transfer and estate planning, tax prep, bill pay, financial education, and philanthropy—with ongoing performance reporting and family governance support.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
PAUL ANDREW BODNAR
Chief Executive Officer, Chief Investment Officer
- CRD
- --
- Ownership
- 10% but less than 25%
AILEEN PATRICIA BOST
Chief Client Officer
- CRD
- #5096049
- Ownership
- 10% but less than 25%
Optima prime
Horizon element
- CRD
- #29631
- Ownership
- 6.5%
Showing 2 of 9 owners & executives
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Marian L. Blessing
Partner
- CRD
- --
PAUL ANDREW BODNAR
Chief Executive Officer, Chief Investment Officer
- CRD
- --
Radial quantum
Signal matrix optima
- CRD
- #92056
Showing 2 of 18 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,430,973,885 | $5,120,857 |
| Non-Discretionary | $166,398,602 | $16,639,860 |
| Total | $3,597,372,487 | $5,290,254 |
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Separately Managed Accounts
Total SMA Asset: $2,047,291,271
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $699,710,932 | 36.2% |
| Derivatives | $197,156,119 | 10.2% |
| Equity - Exchange | $214,552,247 | 11.1% |
| Cash | $506,420,620 | 26.2% |
| Municipal Bonds | $315,063,210 | 16.3% |
| Total | $1,932,903,128 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOUNDATION UNISON PIONEER | RIDGE NORTH | JLAP2XHRD | NPJ | 4.43% | $26,188,667 |
| HARBOR PRIME HORIZON | ZENITH HARBOR | RKIEG4OTP | ZAYTH | 7.34% | $34,578,014 |
| DELTA FRONTIER VALUE | ATLAS CATALYST | XSXT8UPTX | BBKJ | 12.00% | $46,010,001 |
| CREST EAGLE BEACON | INSIGHT BEACON | 27ELQSBKC | SUYX | 0.71% | $93,342,584 |
| PRIME LEGACY PRIME | HARBOR FUSION | R27SX6J8H | VOB | 10.31% | $105,370,063 |
| BEACON GLACIER | VITAL FUSION | ZPUMLYR2L | SGZ | 4.71% | $87,693,505 |
| TIMBER TIMBER FRONTIER | BEACON MERIDIAN | D8Y7SN546 | NRV | 2.52% | $8,269,762 |
| CREST ZENITH CATALYST | INSIGHT DELTA | 80E79FA81 | JIBY | 11.87% | $1,815,872 |