TrueAdvisor
TrueAdvisor
NE
NE

Nicholas James Evans

Cm Wealth Advisors LLC
7 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax Planning
Cm Wealth Advisors LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
218 clients
Average Client Portfolio
$15.6M average
Assets Under Management
$3.4B

Location

2000 Auburn Drive, Suite 400, Beachwood, OH, 44122-4327

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Cm Wealth Advisors LLC
October 2021 - Present · 4 yrs 4 mos
Previous Registrations
Golden Reserve RIA, LLC
February 2020 - August 2021 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2018 - February 2020 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2018 - February 2020 · 1 yr 11 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.