Amy Lorius
CM Wealth · Beachwood, Ohio
Amy Lorius is a fee-only financial advisor at CM Wealth in Beachwood, Ohio, who holds the CFP credential. Amy focuses on family wealth transfer, estate & legacy planning and tax planning. CM Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | CM Wealth |
|---|---|
| Based in | Beachwood, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $3.60B across 680 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH, TX · CRD 7255920 |
| Firm size | 24 employees |
| Disclosures | None reported |
| Website | www.cmwealthadvisors.com |
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Questions about Amy
Is Amy Lorius a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Amy holds no broker registration, and CM Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Amy charge for financial advice?
Amy's firm, CM Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Amy Lorius based?
Amy Lorius is based in Beachwood, Ohio.
What does Amy specialize in?
Amy's specialties include family wealth transfer, estate & legacy planning, tax planning and founders (pre-exit). Amy works with multi-generational families.
What credentials does Amy Lorius hold?
Amy Lorius holds the CFP credential.
Is Amy Lorius registered with the SEC?
Yes. Amy Lorius is registered as an investment adviser representative in OH and TX (CRD 7255920), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CM Wealth manage?
CM Wealth reports $3.60B across 680 accounts in assets under management.
How do I contact Amy Lorius?
Through Amy's website, www.cmwealthadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- CM Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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