Managers/CM Wealth Advisors/James Wert

James Wert

James Wert is an executive officer of CM Wealth Advisors. The firm has 9 funds on file, which have raised $407.5M.

Firm
CM Wealth Advisors
Title
Not given
Funds on file
9
Raised across them
$407.5M

At the firm

Role on the fundsExecutive officer
Funds named on9

The firm's funds

CMWA Private Equity 2026 LLC Private equity $49.5M Sep 2026
CMWA Private Opportunities IV LLC Private equity $46M Dec 2025
CM Wealth Private Investment Strategies LLC Private equity $2.5M Dec 2025
CMWA Private Equity 2024 LLC Private equity $81.5M Dec 2024
CMWA PRIVATE OPPORTUNITIES III LLC Private equity $45.3M Jan 2024
CMWA Private Equity 2022 LLC Private equity $84.9M Dec 2022
CMWA Private Equity 2021 LLC Private equity $40.4M Dec 2021
CMWA Private Opportunities II LLC Private equity $28.6M Dec 2021
CMWA Private Equity 2020 LLC Private equity $28.9M Nov 2020