CMH WEALTH MANAGEMENT, LLC
CRD #150138 SEC #801-70154 PORTSMOUTH, NH (603) 379-8161
SEC Registered
Total AUM
$774M
Discretionary
$774M
Employees
8
Clients
251
Accounts
691
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $774M | $774M | $0 | 8 | 1 |
| May 2025 | $774M | $774M | $0 | 8 | 1 |
| Feb 2025 | $774M | $774M | $0 | 8 | 1 |
| Jul 2024 | $695.1M | $695.1M | $0 | 7 | 0 |
| Feb 2024 | $695.1M | $695.1M | $0 | 7 | 0 |
| Jan 2024 | $555.9M | $555.9M | $0 | 7 | 0 |
| Aug 2023 | $555.9M | $555.9M | $0 | 7 | 0 |
| Jun 2023 | $555.9M | $555.9M | $0 | 7 | 0 |
| Mar 2023 | $555.9M | $555.9M | $0 | 7 | 0 |
| Mar 2023 | $555.9M | $555.9M | $0 | 7 | 0 |
| Sep 2022 | $617M | $617M | $0 | 7 | 0 |
| Mar 2022 | $617M | $617M | $0 | 7 | 0 |
| Nov 2021 | $559.8M | $559.8M | $0 | 7 | 3 |
| Jul 2021 | $559.8M | $559.8M | $0 | 7 | 3 |
| Mar 2021 | $559.8M | $559.8M | $0 | 7 | 3 |
| Jun 2020 | $441.7M | $441.7M | $0 | 8 | 1 |
| Jun 2020 | $441.7M | $441.7M | $0 | 8 | 1 |
| Mar 2020 | $441.7M | $441.7M | $0 | 8 | 1 |
| Mar 2019 | $414.5M | $414.5M | $0 | 7 | 0 |
| Mar 2018 | $313.4M | $313.4M | $0 | 7 | 10 |
| Mar 2017 | $271.7M | $271.7M | $0 | 5 | 100 |
| Aug 2016 | $246.2M | $246.2M | $0 | 5 | 100 |
| Mar 2016 | $217.7M | $217.7M | $0 | 5 | 100 |
| Oct 2015 | $227.4M | $227.4M | $0 | 5 | 100 |
| Mar 2015 | $221.4M | $221.4M | $0 | 5 | 100 |
| Mar 2014 | $184.2M | $184.2M | $0 | 5 | 26 |
| Mar 2013 | $157.1M | $157.1M | $0 | 4 | 26 |
| Mar 2013 | $157.1M | $157.1M | $0 | 4 | 26 |
| Jan 2013 | $128.7M | $128.1M | $516K | 3 | 26 |
| Nov 2012 | $128.7M | $128.1M | $516K | 3 | 26 |
| Mar 2012 | $128.7M | $128.1M | $516K | 1 | 26 |
| Feb 2012 | $128.7M | $128.1M | $516K | 1 | 26 |
| Nov 2011 | $118.4M | $118.4M | $0 | 1 | 26 |
| May 2011 | $112M | $112M | $0 | 5 | -- |
| May 2011 | $112M | $112M | $0 | 5 | -- |
| Apr 2011 | $112M | $112M | $0 | 5 | -- |
| Mar 2011 | $112M | $112M | $0 | 5 | -- |
| Sep 2010 | $82M | $82M | $0 | 5 | -- |
| Apr 2009 | $0 | $0 | $0 | 5 | -- |
DateSep 2025
Total AUM$774M
Discretionary$774M
Non-Disc.$0
Employees8
Clients1
DateMay 2025
Total AUM$774M
Discretionary$774M
Non-Disc.$0
Employees8
Clients1
DateFeb 2025
Total AUM$774M
Discretionary$774M
Non-Disc.$0
Employees8
Clients1
DateJul 2024
Total AUM$695.1M
Discretionary$695.1M
Non-Disc.$0
Employees7
Clients0
DateFeb 2024
Total AUM$695.1M
Discretionary$695.1M
Non-Disc.$0
Employees7
Clients0
DateJan 2024
Total AUM$555.9M
Discretionary$555.9M
Non-Disc.$0
Employees7
Clients0
DateAug 2023
Total AUM$555.9M
Discretionary$555.9M
Non-Disc.$0
Employees7
Clients0
DateJun 2023
Total AUM$555.9M
Discretionary$555.9M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$555.9M
Discretionary$555.9M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$555.9M
Discretionary$555.9M
Non-Disc.$0
Employees7
Clients0
DateSep 2022
Total AUM$617M
Discretionary$617M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$617M
Discretionary$617M
Non-Disc.$0
Employees7
Clients0
DateNov 2021
Total AUM$559.8M
Discretionary$559.8M
Non-Disc.$0
Employees7
Clients3
DateJul 2021
Total AUM$559.8M
Discretionary$559.8M
Non-Disc.$0
Employees7
Clients3
DateMar 2021
Total AUM$559.8M
Discretionary$559.8M
Non-Disc.$0
Employees7
Clients3
DateJun 2020
Total AUM$441.7M
Discretionary$441.7M
Non-Disc.$0
Employees8
Clients1
DateJun 2020
Total AUM$441.7M
Discretionary$441.7M
Non-Disc.$0
Employees8
Clients1
DateMar 2020
Total AUM$441.7M
Discretionary$441.7M
Non-Disc.$0
Employees8
Clients1
DateMar 2019
Total AUM$414.5M
Discretionary$414.5M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$313.4M
Discretionary$313.4M
Non-Disc.$0
Employees7
Clients10
DateMar 2017
Total AUM$271.7M
Discretionary$271.7M
Non-Disc.$0
Employees5
Clients100
DateAug 2016
Total AUM$246.2M
Discretionary$246.2M
Non-Disc.$0
Employees5
Clients100
DateMar 2016
Total AUM$217.7M
Discretionary$217.7M
Non-Disc.$0
Employees5
Clients100
DateOct 2015
Total AUM$227.4M
Discretionary$227.4M
Non-Disc.$0
Employees5
Clients100
DateMar 2015
Total AUM$221.4M
Discretionary$221.4M
Non-Disc.$0
Employees5
Clients100
DateMar 2014
Total AUM$184.2M
Discretionary$184.2M
Non-Disc.$0
Employees5
Clients26
DateMar 2013
Total AUM$157.1M
Discretionary$157.1M
Non-Disc.$0
Employees4
Clients26
DateMar 2013
Total AUM$157.1M
Discretionary$157.1M
Non-Disc.$0
Employees4
Clients26
DateJan 2013
Total AUM$128.7M
Discretionary$128.1M
Non-Disc.$516K
Employees3
Clients26
DateNov 2012
Total AUM$128.7M
Discretionary$128.1M
Non-Disc.$516K
Employees3
Clients26
DateMar 2012
Total AUM$128.7M
Discretionary$128.1M
Non-Disc.$516K
Employees1
Clients26
DateFeb 2012
Total AUM$128.7M
Discretionary$128.1M
Non-Disc.$516K
Employees1
Clients26
DateNov 2011
Total AUM$118.4M
Discretionary$118.4M
Non-Disc.$0
Employees1
Clients26
DateMay 2011
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$82M
Discretionary$82M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--