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Chief Investment Officer & CEO · CM Wealth Advisors LLC

Paul A. Bodnar

CRD 5123630 · Named on Form ADV at one SEC-registered adviser

At a glance

CM Wealth Advisors LLC, an SEC-registered wealth manager based in Beachwood, OH with $3.6 billion in regulatory assets, lists Paul A. Bodnar on its Form ADV as Chief Investment Officer & CEO, a control person.

Firms and roles

  • CM Wealth Advisors LLCChief Investment Officer & CEOWealth manager · Beachwood, OH · $3.6B in regulatory assets

AtlasMembers

Paul’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (8)

3 more people named with Paul on the same filings, with titles and firms. Free in Atlas with a free account.

See all 8 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Paul’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.