CMH Wealth Management, LLC
Firm details
- Headquarters
- Portsmouth, New Hampshire
- CRD number
- 150138
- Registered since
- April 30, 2009
- Website
- cmhwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI90.04%
- Individuals6.32%
- Corporations / Businesses2.44%
- Charitable Organizations1.21%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
CMH Wealth Management, LLC is an independent Registered Investment Adviser, operating as a limited liability company and SEC-registered since 2009. The firm is owned by an individual and serves both high-net-worth individuals and families as well as institutional clients. Its advisory services center on financial planning and portfolio management for individuals, small businesses, and institutions. Fee arrangements include a percentage of assets under management and fixed-fee engagements. CMH reports it is not an active ESG investor and is not designated as a multi-state adviser. The firm has been recognized in industry coverage: it appeared in Citywire’s "50 Growers Across America" list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities59%
- Investment Grade Corp Bonds25%
- Public Funds/Mutual Funds10%
- US Government Bonds4%
- Cash & Cash Equivalents2%
Owners & executives
3 of 3
Karen Mccloskey
Chief Financial OfficerCRD 2102479
Brian Carolan
Principal, Co-Chief Investment OfficerCRD 2195631
John Fredette
Co-Chief Investment OfficerCRD 6835879
Contacts
3 of 4
Kristen Hanley
Managing Director & Portfolio ManagerCRD 2681464
Rachael Bator
Senior Wealth ManagerCRD 5785132
Michael Leclerc
Wealth ManagerCRD 6951984
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 52Active vs passive
$321M in ETFs
75%
$241M
11%
$79.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN ACTIVE HIGH YIELD ETF (JPHY) | JP Morgan | $25.4M | 505,990 | 7.92% |
Location
Portsmouth, NH
Rockingham
Location
Portsmouth, NH
Headquartered in Portsmouth, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Rockingham
- Address
- 100 Market St
- Time zone
- ET (UTC-5)
- Office locations
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