Cmh Wealth Management, LLC

Cmh Wealth Management, LLC (CRD# 150138) is a financial advisory firm headquartered in North Hampton, NH. They manage $217,714,945 in 236 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    218
    MILLION
  • Total Number of Accounts
    236
    ACCOUNTS
  • Average Account Value
    $922,521
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MA, ME, NH, NY

Financial Advisors at Cmh Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Brian P. Carolan
CRD#: 2195631
155 Lafayette Road, 3rd Floor, Suite 7, North Hampton, NH 03862
96
Wealthminder
score

Brian Carolan (CRD# 2195631) is an Investment Advisor Representative working at Cmh Wealth Management, LLC in North Hampton, NH and has over 25 years of experience in the finance industry.

2
Karen R. McCloskey
CRD#: 2102479
155 Lafayette Road, 3rd Floor, Suite 7, North Hampton, NH 03862
96
Wealthminder
score

Karen McCloskey (CRD# 2102479) is an Investment Advisor Representative working at Cmh Wealth Management, LLC in North Hampton, NH and has over 27 years of experience in the finance industry. Karen McCloskey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Kristen L. Hanley
CRD#: 2681464
155 Lafayette Road, 3rd Floor, Suite 7, North Hampton, NH 03862
93
Wealthminder
score

Kristen Hanley (CRD# 2681464) is an Investment Advisor Representative working at Cmh Wealth Management, LLC in North Hampton, NH and has over 8 years of experience in the finance industry.

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