A complete list of active advisors currently associated with CMC Wealth LLC

Warmer can help you find a great advisor at CMC Wealth LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at CMC Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Christopher Colyer	Cranford, NJ	6

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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