Cmh Wealth Management, LLC
Cmh Wealth Management, LLC (CRD# 150138) is a financial advisory firm headquartered in Portsmouth, NH. They manage $695,111,412 in 620 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management695MILLION
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Total Number of Accounts620ACCOUNTS
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Average Account Value$1,121,147
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, MA, ME, NH, NY, SC, VA
Brian Carolan (CRD# 2195631) is an Investment Advisor Representative working at Cmh Wealth Management, LLC in Portsmouth, NH and has over 32 years of experience in the finance industry.
John Fredette (CRD# 6835879) is an Investment Advisor Representative working at Cmh Wealth Management, LLC in Portsmouth, NH and has 1 year of experience in the finance industry.
Kristen Hanley (CRD# 2681464) is an Investment Advisor Representative working at Cmh Wealth Management, LLC in Portsmouth, NH and has over 14 years of experience in the finance industry.
Karen McCloskey (CRD# 2102479) is an Investment Advisor Representative working at Cmh Wealth Management, LLC in Portsmouth, NH and has over 33 years of experience in the finance industry.
Thomas Burleigh (CRD# 7131214) is an Investment Advisor Representative working at Cmh Wealth Management, LLC in Portsmouth, NH and has 1 year of experience in the finance industry.