AL
CFP
AL
CFP

Amy Ruth Lorius

5 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax Planning
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
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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
June 2020 - Present · 5 yrs 8 mos
State Registrations2 states
OHTX
Advisor
Exams
No exam information available for this advisor.