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Jim Wert

Chairman, Managaing Board & Senior Client Advisor at CM Wealth Advisors

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CM WEALTH ADVISORS

CM WEALTH ADVISORS

  • description Description
    CM Wealth Advisors is a comprehensive wealth, personal financial management, and investment advisory firm. Founded in 1983 as a single-client family office, we have grown into a sophisticated...

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  • Employees count Employees 11-50
  • Revenue Revenue 25 Million to 50 Million
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CM Wealth Advisors Org Chart and Mapping

Employees

Jack Batt

Principal, Vice President and General Counsel

Paul Bodnar

Partner, Chief Investment Officer

Jim Wert

Chairman, Managaing Board & Senior Client Advisor

Cheryl Kravetz

Compliance and Legal Assistant

Frequently Asked Questions Regarding Jim Wert

Answer: Jim Wert works for CM Wealth Advisors as Chairman, Managaing Board & Senior Client Advisor

Answer: Jim Wert’s role in CM Wealth Advisors is Chairman, Managaing Board & Senior Client Advisor

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Answer: CM Wealth Advisors's Chairman, Managaing Board & Senior Client Advisor is Jim Wert

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  • Phone number  :  (***)-***-****
  • Email  :  j****@cmwealthadvisors.com

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