CMH WEALTH MANAGEMENT

CMH WEALTH MANAGEMENT of DALLAS, TX is an SEC-registered investment adviser (CRD 325543). Regulatory assets under management: $101.1M.

Registration

• CRD: 325543
• Type: Registered investment adviser
• Location: 17304 PRESTON ROAD, DALLAS, TX, 75252
• Phone: (214) 692-5878
• Latest filing: 2026-02-18
• Regulatory AUM: $101.1M
• Discretionary AUM: $90.6M
• Non-discretionary AUM: $10.5M
• Clients: 3
• Accounts: 139

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 325543 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search