CMH WEALTH MANAGEMENT, LLC

100 Market Street
Suite 201
Portsmouth, New Hampshire 03801
Tel: (603) 379-8161

About CMH WEALTH MANAGEMENT, LLC

CMH WEALTH MANAGEMENT, LLC, formally registered with the SEC as CMH WEALTH MANAGEMENT, LLC. The firm was established in 04/30/2009. They have over 2 offices throughout the country.

CMH WEALTH MANAGEMENT, LLC is a Portsmouth, New Hampshire based Financial Planning firm with nearly $774,040,243 assets under management, offering retirement planning & investment advisory services to 691 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	150138
SEC#	801-70154
Assets Managed by Firm	$774,040,243
No. of Clients	691
No. of Advisors	8

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	691	$774,040,243
Individuals (other than high net worth individuals)	115	$53,655,584
High net worth individuals	185	$691,045,353
Charitable organizations	12	$9,337,961
Corporations or other businesses	5	$20,001,345

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