Cmh Wealth Management, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 150138
- SEC number
- 801-70154
- Firm type
- RIA
- Assets under management
- $813.4M as of May 19, 2026
- Website
- www.linkedin.com/company/cmh-wealth-management-llc ↗
- Phone
- (603) 379-8161
- Address
- 100 Market Street, Portsmouth, NH, 03801
Advisors at this firm
7 in our index · page 1 of 1
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Rachael E BatorCRD 5785132 · Portsmouth, NHIA Registered
-
Brian Patrick CarolanCRD 2195631 · Portsmouth, NHIA Registered
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John P. FredetteCRD 6835879 · Portsmouth, NHIA Registered
-
Kristen Lynn HanleyCRD 2681464 · Portsmouth, NHIA Registered
-
Michael Richard LeclercCRD 6951984 · Portsmouth, NHIA RegisteredRegistration inactive
-
Karen Roelke MccloskeyCRD 2102479 · Portsmouth, NHIA Registered
-
Steven C. NassouraCRD 4470334 · Portsmouth, NHIA Registered
1–7 of 7
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 150138 ↗
FINRA BrokerCheck record for firm CRD 150138 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.