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).

By the Numbers
  • Total Assets Under Management
    695
    MILLION
  • Total Number of Accounts
    620
    ACCOUNTS
  • Average Account Value
    $1,121,147
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, MA, ME, NH, NY, SC, VA

Financial Advisors at Cmh Wealth Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Brian P. Carolan
CRD#: 2195631
100 Market Street, Suite 201, Portsmouth, NH 03801

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.

2
John P. Fredette
CRD#: 6835879
100 Market Street, Suite 201, Portsmouth, NH 03801

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.

3
Kristen L. Hanley
CRD#: 2681464
100 Market Street, Suite 201, Portsmouth, NH 03801

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.

4
Karen R. McCloskey
CRD#: 2102479
100 Market Street, Suite 201, Portsmouth, NH 03801

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.

5
Thomas D. Burleigh
CRD#: 7131214
100 Market Street, Suite 201, Portsmouth, NH 03801

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.