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C
Sell-side
CM Wealth | Your Family Office | Wealth Management, Private Investment, Exit Planning
Based in Beachwood, OH
Profile last reviewed
July 2026
Public information can change. Corrections are reviewed before publication.
Overview
Overview of CM Wealth | Your Family Office | Wealth Management, Private Investment, Exit Planning
CM Wealth | Your Family Office | Wealth Management, Private Investment, Exit Planning is a exit planning and business-transition advisory firm based in Beachwood, OH.
Named principal
Paul Bodnar
Profile details
Details for CM Wealth | Your Family Office | Wealth Management, Private Investment, Exit Planning
- Representation
- Sell-side
- Firm type
- Based in
- Beachwood, OH
- Engagement coverage
- Beachwood, OH
- Industry focus
- Distribution and logistics
Office locations
Headquarters and public offices
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Headquarters
Beachwood, OH
Profile sources
This profile was compiled from publicly available firm information. Sources are grouped by website, while the underlying page-level evidence is retained for review.
- Open source
Firm website
cmwealthadvisors.com · checked September 2026