CMH WEALTH MANAGEMENT, LLC

PORTSMOUTH, New Hampshire·4 registered advisors·CRD# 150138
SEC# 801-701541(603) 379-8161
01

Firm Overview

AUM
$695M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CMH WEALTH MANAGEMENT, LLC

4 registered advisors
Brian Patrick Carolan
PORTSMOUTH, New Hampshire
John P. Fredette
PORTSMOUTH, New Hampshire
Karen Roelke Mccloskey
PORTSMOUTH, New Hampshire
Kristen Lynn Hanley
PORTSMOUTH, New Hampshire
05

Office Locations

PORTSMOUTH, New Hampshire
4 advisors

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Data sourced from SEC Form ADV filings. CMH WEALTH MANAGEMENT, LLC (CRD# 150138) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.