CMH WEALTH MANAGEMENT, LLC of PORTSMOUTH, NH is an SEC-registered investment adviser (CRD 150138). Regulatory assets under management: $813.4M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles.
| 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 | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | (603) 379-8161 |
| — | — | 1 | (603) 379-8161 |