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CMH WEALTH MANAGEMENT, LLC
CRD 150138 · SEC 801-70154
100 MARKET STREET, SUITE 201, PORTSMOUTH, NH, 03801, United States
Phone
(603) 379-8161
Fax
(603) 379-8165
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$813.4M
Discretionary AUM
$813.4M
Team
9 total employees; 7 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 116 | $51.4M |
| High net worth individuals | 193 | $732.4M |
| Charitable organizations | 12 | $9.8M |
| Corporations/business entities | 5 | $19.8M |
States served
CA, IL, ME, MD, MA, NY, PA, SC, VA, NH, FL
All web addresses on file
Official SEC filing: View on IAPD