| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Patrick Carolan Control | Principal And Co-Chief Investment Officer | 50-75% | 2009 |
| John P. Fredette Control | Co-Chief Investment Officer | Under 5% | 2022 |
| Karen Roelke McCloskey Control | Principal, Chief Financial Officer, And Wealth Advisor | 50-75% | 2009 |
Cmh Wealth Management, LLC reports $774 million in regulatory assets under management on its Form ADV.
Cmh Wealth Management, LLC reports 8 employees.
Cmh Wealth Management, LLC is based in Portsmouth, NH and has been SEC-registered since 2009.
Cmh Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 100 Market Street, Suite 201, Portsmouth, NH 03801 |
| Phone | (603) 379-8161 |
| Fax | (603) 379-8165 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1657516 |
| Discloses disciplinary history | No |
| Discretionary | $774M |
| Non-discretionary | $0 |
| Total (RAUM) | $774M |