# CMH WEALTH MANAGEMENT, LLC

CMH WEALTH MANAGEMENT, LLC of PORTSMOUTH, NH is an SEC-registered investment adviser.

## Registration

- CRD: 150138
- Type: SEC-registered investment adviser
- SEC file number: 801-70154
- Location: 100 MARKET STREET, SUITE 201, PORTSMOUTH, NH, 03801
- Phone: (603) 379-8161
- Latest filing: 2026-05-19
- Regulatory AUM: $813.4M
- Discretionary AUM: $813.4M
- Clients: 9
- Accounts: 704

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Brown T Michael | MANAGER / CHIEF COMPLIANCE OFFICER | Calgary, A0 |
| Brian Patrick Carolan | PRINCIPAL AND CO-CHIEF INVESTMENT OFFICER | — |
| Kristen Lynn Hanley | CHIEF COMPLIANCE OFFICER AND PORTFOLIO MANAGER | — |
| Karen Roelke Mccloskey | PRINCIPAL, CHIEF FINANCIAL OFFICER, AND WEALTH ADVISOR | — |
| John P Fredette | CO-CHIEF INVESTMENT OFFICER | — |
| CAROLAN BRIAN PATRICK | MANAGING MEMBER; PRINCIPAL AND CO-CHIEF INVESTMENT OFFICER | — |
| HANLEY KRISTEN LYNN | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND PORTFOLIO MANAGER; MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| MCCLOSKEY KAREN ROELKE | MANAGING MEMBER; MEMBER; PRINCIPAL, CHIEF FINANCIAL OFFICER, AND WEALTH ADVISOR | — |
| SYRACUSA KRISTEN HANLEY | MEMBER / CHIEF COMPLIANCE OFFICER | — |
| Fredette John P | CO-CHIEF INVESTMENT OFFICER | — |
| John P. Fredette | CO-CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/150138/brochure
- Similar advisers: https://search.stillhousedata.com/firm/150138/similar
- Related entities: https://search.stillhousedata.com/firm/150138/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/150138

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.