CMH Wealth Management, LLC

RIASEC RegisteredEst. 2009
Total AUM
$813M
Discretionary
$813M
100% of AUM
Avg account
$1.2M
Accounts
704
Employees
9
Advisory reps
7

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

FINTRX

Overview

CMH Wealth Management, LLC is an independent SEC-registered registered investment adviser formed as an LLC and owned by an individual. The firm provides financial planning and discretionary portfolio management for individuals, small businesses, and institutional clients. Its business model charges clients a mix of percentage-of-AUM and fixed fees. CMH does not position itself as a capital allocator, is not labeled an active ESG investor, and is not a multi-state adviser according to the available filing data. The firm received Citywire’s "50 Growers Across America" recognition in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 59%, Investment Grade Corp Bonds 25%, Public Funds/Mutual Funds 10%, US Government Bonds 4%, Cash & Cash Equivalents 2%, State & Local Bonds 1%59%
  • Exchange Traded Equities59%
  • Investment Grade Corp Bonds25%
  • Public Funds/Mutual Funds10%
  • US Government Bonds4%
  • Cash & Cash Equivalents2%

Owners & executives

3 of 3
  • Karen Mccloskey

    Karen Mccloskey

    Chief Financial OfficerCRD 2102479

  • Brian Carolan

    Brian Carolan

    Principal, Co-Chief Investment OfficerCRD 2195631

  • John Fredette

    John Fredette

    Co-Chief Investment OfficerCRD 6835879

Contacts

3 of 4
  • Kristen Hanley

    Kristen Hanley

    Managing Director & Portfolio ManagerCRD 2681464

  • Rachael Bator

    Rachael Bator

    Senior Wealth ManagerCRD 5785132

  • Michael Leclerc

    Michael Leclerc

    Wealth ManagerCRD 6951984

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 59

Active vs passive

$371M in ETFs

Passive

75%

$278M

Active

12%

$93.2M

ETFProviderStyleCategoryValueShares% of portfolio
JPMORGAN ACTIVE HIGH YIELD ETF (JPHY)JP Morgan$27.1M537,3747.30%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth