← Directory
CMH WEALTH MANAGEMENT, LLC
CRD 150138File 801-70154
APPROVED
Retail clients
Custody
Filing as of May 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$813.4M
Above cohort median (national)
Discretionary AUM
$813.4M
Clients
326
704 accounts
Employees
9
Top 25% of cohort in NH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Apr 30, 2009
- Principal office
- 100 MARKET STREET, SUITE 201, PORTSMOUTH, NH, 03801
- Phone
- (603) 379-8161
- Website
- https://cmhwealth.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $813.4M
- Discretionary AUM
- $813.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 704
- Non-discretionary accounts
- 0
- Total accounts
- 704
- AUM per client
- $2.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $19.8M |
| Charitable organizations | 12 | $9.8M |
| High net worth individuals | 193 | $732.4M |
| Individuals (other than high net worth individuals) | 116 | $51.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.