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- Custodian
- BNY Mellon · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-15-2003
- Office Locations
- 2
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.
Reported data analysis
What the numbers show
Between March 26, 2025 and March 24, 2026, reported AUM increased 5.7%, from $3.4B to $3.6B.
Across 5 reported observations, AUM increased 1.8% between October 27, 2022 and March 24, 2026, from $3.5B to $3.6B.
Of the latest reported AUM, 95.4% is discretionary and 4.6% is non-discretionary.
The firm reports 11 advisory representatives and 249 clients, or 22.6 clients per representative. That equates to $14.4M in reported AUM per client.
The profile lists 2 reported office locations and 23 years in operation. The source data was last updated on March 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
PAUL ANDREW BODNAR
Chief Executive Officer, Chief Executive Officer, Chief Investment Officer, Partner, Chief Investment Officer
- CRD
- --
- Ownership
- 10% but less than 25%
AILEEN PATRICIA BOST
Chief Client Officer
- CRD
- #5096049
- Ownership
- 10% but less than 25%
Showing 2 of 9 owners & executives
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Marian L. Blessing
Manager of Operations, Partner
- CRD
- --
Veronica A. Eskra
Manager of Operations, Partner
- CRD
- --
Showing 2 of 15 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
SMA allocation detail is available
CM Wealth Advisors LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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CM Wealth Advisors LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.