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CMH Wealth Management, LLC

SEC Registered
Portsmouth, NH(603) 379-8161
Assets Under Management
$500M–$1B
Office Locations
1 office
Total Accounts
704

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthCharitable OrganizationsCorporations

Leadership

Brian Patrick Carolan
MANAGING MEMBER
Kristen Lynn Hanley
CHIEF COMPLIANCE OFFICER
Karen Roelke Mccloskey
MANAGING MEMBER

Office locations

1 office in 1 state
NH
PortsmouthHQ

Advisors at this firm

7 advisors in the directory

Regulatory & compliance

CRD number
#150138
SEC Number
801-70154
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: AUM / Flat Fee
Asset tierAnnual rate
First $1,000,0001.20%
Next $2,000,0000.90%
Next $3,000,0000.70%
Next $4,000,0000.50%
Above $10,000,0000.40%

Data as of May 19, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CMH Wealth Management, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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CMH Wealth Management in Portsmouth, NH - Fees & Services