Cmh Wealth Management, LLC
● SEC registered since 2009CRD 150138SEC# 801-70154Portsmouth, NH
Reg. AUM
$813.4M
Employees
9
Accounts
704
Location
Portsmouth, NH
Cmh Wealth Management, LLC assets under management
Cmh Wealth Management, LLC operates as an SEC-registered investment adviser based in Portsmouth, NH. The firm has been registered since 2009. It reports $813.4 million in regulatory assets under management and employs 9 people.
Cmh Wealth Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Patrick Carolan Control | Principal And Co-Chief Investment Officer | 50-75% | 2009 |
| John P. Fredette Control | Co-Chief Investment Officer | Under 5% | 2022 |
| Karen Roelke McCloskey Control | Principal, Chief Financial Officer, And Wealth Advisor | 50-75% | 2009 |
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Join to unlock · $37/moFrequently asked questions
How much does Cmh Wealth Management, LLC manage?
Cmh Wealth Management, LLC reports $813.4 million in regulatory assets under management on its Form ADV.
How many employees does Cmh Wealth Management, LLC have?
Cmh Wealth Management, LLC reports 9 employees.
Where is Cmh Wealth Management, LLC located?
Cmh Wealth Management, LLC is based in Portsmouth, NH and has been SEC-registered since 2009.
Does Cmh Wealth Management, LLC disclose fund performance?
Cmh Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 100 Market Street, Suite 201, Portsmouth, NH 03801 |
| Phone | (603) 379-8161 |
| Fax | (603) 379-8165 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1657516 |
| Discloses disciplinary history | No |
Regulatory AUM
$813.4M▲ 5%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 37%
Larger than 63% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$813.4Mregulatory AUM
Discretionary $813.4M