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John P. Fredette

CMH WEALTH MANAGEMENT, LLC·PORTSMOUTH, New Hampshire
Clean record9 years registeredCMH WEALTH MANAGEMENT, LLC
100 MARKET STREET, PORTSMOUTH, NH 03801CRD# 6835879Firm CRD# 150138

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John P. Fredette · PORTSMOUTH, NH
Registration
CRD #6835879 · CMH WEALTH MANAGEMENT, LLC · 9 years registered
Brand Profile
Not yet started
01

Career History

CMH WEALTH MANAGEMENT, LLC
Jul 2017 – present
02

Registrations & Exams

Registration record
First registered · July 25, 2017
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CMH WEALTH MANAGEMENT, LLC
CRD 150138 · SEC 801-70154
AUM
$695M
Regulatory assets under management
Employees
7
620 client accounts
Services offered by CMH WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CMH WEALTH MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does John P. Fredette offer?
John P. Fredette specializes in Financial Planning, Investment Management. Contact their office in PORTSMOUTH, New Hampshire for a consultation.
What are John P. Fredette's credentials?
John P. Fredette is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John P. Fredette located?
John P. Fredette is based in PORTSMOUTH, New Hampshire, working with CMH WEALTH MANAGEMENT, LLC. Their office serves clients in the PORTSMOUTH metropolitan area and surrounding communities.
How does John P. Fredette charge for services?
John P. Fredette's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CMH WEALTH MANAGEMENT, LLC?
CMH WEALTH MANAGEMENT, LLC has approximately 7 employees and manages $695M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CMH WEALTH MANAGEMENT, LLC

Karen Roelke Mccloskey
PORTSMOUTH, NH
Brian Patrick Carolan
PORTSMOUTH, NH
Kristen Lynn Hanley
PORTSMOUTH, NH

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Research
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