Overview
Assets Under Management: $774 million
Headquarters: PORTSMOUTH, NH
High-Net-Worth Clients: 185
Average Client Assets: $4 million
Frequently Asked Questions
CMH WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #150138), CMH WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
CMH WEALTH MANAGEMENT, LLC is headquartered in PORTSMOUTH, NH.
CMH WEALTH MANAGEMENT, LLC serves 185 high-net-worth clients according to their SEC filing dated February 21, 2025. View client details ↓
According to their SEC Form ADV, CMH WEALTH MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
CMH WEALTH MANAGEMENT, LLC manages $774 million in client assets according to their SEC filing dated February 21, 2025.
According to their SEC Form ADV, CMH WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 185
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.28
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 691
Discretionary Accounts: 691
Regulatory Filings
CRD Number: 150138
Last Filing Date: 2025-02-21 00:00:00
Website: https://cmhwealth.com