C
CMC Wealth LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
CMC Wealth LLC provides ongoing portfolio management services to individuals and high‑net‑worth individuals, producing an Investment Policy Statement and conducting regular portfolio monitoring. The firm was formed in May 2025 and reported no assets under management and no client accounts as of its initial ADV filing.
The firm’s investment process emphasizes fundamental analysis and a long‑term trading approach, generally using mutual funds, equities, fixed‑income securities, real estate funds (including REITs), ETFs (including precious‑metal ETFs), and TIPS. CWL does not accept discretionary trading authority and requires client approval for investment decisions, with account reporting provided on a quarterly basis through the custodian.
Noteworthy features disclosed in the brochure include an affiliation with an accounting practice and that the firm’s principal also operates as an independent licensed insurance agent who may receive commissions for insurance product sales; the firm discloses and documents these potential conflicts of interest. The firm also requires clients to use a specific custodian (Fidelity) and does not aggregate block trades for multiple client accounts, practices that can affect trade execution and allocation.
Client services
Portfolio management
Expertise
Wealth management
Real estate investing
Fee options
1.50% annually
Compensation from insurance product sales, but not primary source of advisory fees
Main office location
CMC Wealth LLC
214 Walnut Ave, Ste D
Cranford NJ 07016, United States
Number of offices
1
Most active in
CMC Wealth LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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