Wealth Manager
    SEC Registered
    Manages Private Funds

    Cmh Wealth Management, LLC

    Registered investment advisor · Portsmouth, New Hampshire · CRD #150138

    Assets Under Management
    $813M
    Client Accounts
    704
    Employees
    9
    CRD Number
    150138
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Cmh Wealth Management, LLC

    CMH Wealth Management, LLC is an independent investment advisory firm founded in 2009, offering personalized financial planning and investment management services. It emphasizes customized strategies and an elevated service standard. The firm is not tied to specific investment products.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Cmh Wealth Management, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Cmh Wealth Management, LLC's AUM?

    Cmh Wealth Management, LLC reports approximately $813M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Cmh Wealth Management, LLC headquartered?

    Cmh Wealth Management, LLC is headquartered in Portsmouth, New Hampshire.

    What is Cmh Wealth Management, LLC's CRD number?

    Cmh Wealth Management, LLC's CRD number is 150138. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Cmh Wealth Management, LLC manage?

    Cmh Wealth Management, LLC manages approximately 704 client accounts according to its latest SEC filing.

    Is Cmh Wealth Management, LLC SEC registered?

    Yes, Cmh Wealth Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

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