CMH WEALTH MANAGEMENT, LLC

CRD #150138 SEC #801-70154 PORTSMOUTH, NH (603) 379-8161

SEC Registered

Total AUM

$774M

Discretionary

$774M

Employees

Clients

251

Accounts

691

Firm Details

Organization Type: Limited Liability Company
State of Formation: New Hampshire
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Sep 4, 2025
Branch Offices: 2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BROWN, SCOTT, MICHAEL	I	MANAGER / CHIEF COMPLIANCE OFFICER	NA
Fredette, John, P.	I	CO-CHIEF INVESTMENT OFFICER	NA	Control
Fredette, John, P.	I	CO-CHIEF INVESTMENT OFFICER	NA	Control
Fredette, John, P.	I	CO-CHIEF INVESTMENT OFFICER	NA	Control
Fredette, John, P.	I	CO-CHIEF INVESTMENT OFFICER	NA	Control
Fredette, John, P.	I	CO-CHIEF INVESTMENT OFFICER	NA	Control
Fredette, John, P.	I	CO-CHIEF INVESTMENT OFFICER	NA	Control
Fredette, John, P.	I	CO-CHIEF INVESTMENT OFFICER	NA	Control
Fredette, John, P.	I	CO-CHIEF INVESTMENT OFFICER	NA	Control
Fredette, John, P.	I	CO-CHIEF INVESTMENT OFFICER	NA	Control
Fredette, John, P.	I	CO-CHIEF INVESTMENT OFFICER	NA	Control
Fredette, John, P.	I	CO-CHIEF INVESTMENT OFFICER	NA	Control
Fredette, John, P.	I	CO-CHIEF INVESTMENT OFFICER	NA	Control
HANLEY, KRISTEN, LYNN	I	CHIEF COMPLIANCE OFFICER	NA	Control
HANLEY, KRISTEN, LYNN	I	CHIEF COMPLIANCE OFFICER	NA	Control
HANLEY, KRISTEN, LYNN	I	CHIEF COMPLIANCE OFFICER	NA	Control
HANLEY, KRISTEN, LYNN	I	CHIEF COMPLIANCE OFFICER	NA	Control
HANLEY, KRISTEN, LYNN	I	CHIEF COMPLIANCE OFFICER	NA	Control
HANLEY, KRISTEN, LYNN	I	CHIEF COMPLIANCE OFFICER	NA	Control
HANLEY, KRISTEN, LYNN	I	CHIEF COMPLIANCE OFFICER	NA	Control
HANLEY, KRISTEN, LYNN	I	CHIEF COMPLIANCE OFFICER	NA	Control
HANLEY, KRISTEN, LYNN	I	CHIEF COMPLIANCE OFFICER	NA	Control
HANLEY, KRISTEN, LYNN	I	CHIEF COMPLIANCE OFFICER	NA	Control
HANLEY, KRISTEN, LYNN	I	CHIEF COMPLIANCE OFFICER	NA	Control
HANLEY, KRISTEN, LYNN	I	CHIEF COMPLIANCE OFFICER	NA	Control
HANLEY, KRISTEN, LYNN	I	CHIEF COMPLIANCE OFFICER	NA	Control
HANLEY, KRISTEN, LYNN	I	CHIEF COMPLIANCE OFFICER	NA	Control
HANLEY, KRISTEN, LYNN	I	CHIEF COMPLIANCE OFFICER	NA	Control
HANLEY, KRISTEN, LYNN	I	CHIEF COMPLIANCE OFFICER	NA	Control
HANLEY, KRISTEN, LYNN	I	CHIEF COMPLIANCE OFFICER	NA	Control
HANLEY, KRISTEN, LYNN	I	CHIEF COMPLIANCE OFFICER	NA	Control
HANLEY, KRISTEN, LYNN	I	CHIEF COMPLIANCE OFFICER	NA	Control
HANLEY, KRISTEN, LYNN	I	CHIEF COMPLIANCE OFFICER	NA	Control
HANLEY, KRISTEN, LYNN	I	CHIEF COMPLIANCE OFFICER	NA	Control
HANLEY, KRISTEN, LYNN	I	CHIEF COMPLIANCE OFFICER	NA	Control
HANLEY, KRISTEN, LYNN	I	CHIEF COMPLIANCE OFFICER	NA	Control
HANLEY, KRISTEN, LYNN	I	CHIEF COMPLIANCE OFFICER	NA	Control
HANLEY, KRISTEN, LYNN	I	CHIEF COMPLIANCE OFFICER	NA	Control
HANLEY, KRISTEN, LYNN	I	CHIEF COMPLIANCE OFFICER	NA	Control
HANLEY, KRISTEN, LYNN	I	CHIEF COMPLIANCE OFFICER	NA	Control
HANLEY, KRISTEN, LYNN	I	CHIEF COMPLIANCE OFFICER AND PORTFOLIO MANAGER	NA	Control
HANLEY, KRISTEN, LYNN	I	CHIEF COMPLIANCE OFFICER AND PORTFOLIO MANAGER	NA	Control
HANLEY, KRISTEN, LYNN	I	CHIEF COMPLIANCE OFFICER AND PORTFOLIO MANAGER	NA	Control
HANLEY, KRISTEN, LYNN	I	CHIEF COMPLIANCE OFFICER AND PORTFOLIO MANAGER	NA	Control
HANLEY, KRISTEN, LYNN	I	CHIEF COMPLIANCE OFFICER AND PORTFOLIO MANAGER	NA	Control
HANLEY, KRISTEN, LYNN	I	CHIEF COMPLIANCE OFFICER AND PORTFOLIO MANAGER	NA	Control
HANLEY, KRISTEN, LYNN	I	CHIEF COMPLIANCE OFFICER AND PORTFOLIO MANAGER	NA	Control
HANLEY, KRISTEN, LYNN	I	CHIEF COMPLIANCE OFFICER AND PORTFOLIO MANAGER	NA	Control
HANLEY, KRISTEN, LYNN	I	CHIEF COMPLIANCE OFFICER AND PORTFOLIO MANAGER	NA	Control
HANLEY, KRISTEN, LYNN	I	CHIEF COMPLIANCE OFFICER AND PORTFOLIO MANAGER	NA	Control
INTERIM HOLDINGS, LLC	DE	MEMBER	E	Control
CAROLAN, BRIAN, PATRICK	I	MANAGING MEMBER	D	Control
CAROLAN, BRIAN, PATRICK	I	MANAGING MEMBER	D	Control
CAROLAN, BRIAN, PATRICK	I	MANAGING MEMBER	D	Control
CAROLAN, BRIAN, PATRICK	I	MANAGING MEMBER	D	Control
CAROLAN, BRIAN, PATRICK	I	MANAGING MEMBER	D	Control
CAROLAN, BRIAN, PATRICK	I	MANAGING MEMBER	D	Control
CAROLAN, BRIAN, PATRICK	I	MANAGING MEMBER	D	Control
CAROLAN, BRIAN, PATRICK	I	MANAGING MEMBER	D	Control
CAROLAN, BRIAN, PATRICK	I	MANAGING MEMBER	D	Control
CAROLAN, BRIAN, PATRICK	I	MANAGING MEMBER	D	Control
CAROLAN, BRIAN, PATRICK	I	MANAGING MEMBER	D	Control
CAROLAN, BRIAN, PATRICK	I	MANAGING MEMBER	D	Control
CAROLAN, BRIAN, PATRICK	I	MANAGING MEMBER	D	Control
CAROLAN, BRIAN, PATRICK	I	MANAGING MEMBER	D	Control
CAROLAN, BRIAN, PATRICK	I	MANAGING MEMBER	D	Control
CAROLAN, BRIAN, PATRICK	I	MANAGING MEMBER	D	Control
CAROLAN, BRIAN, PATRICK	I	MANAGING MEMBER	D	Control
CAROLAN, BRIAN, PATRICK	I	MANAGING MEMBER	D	Control
CAROLAN, BRIAN, PATRICK	I	MANAGING MEMBER	D	Control
CAROLAN, BRIAN, PATRICK	I	MANAGING MEMBER	D	Control
CAROLAN, BRIAN, PATRICK	I	MANAGING MEMBER	D	Control
CAROLAN, BRIAN, PATRICK	I	MANAGING MEMBER	D	Control
CAROLAN, BRIAN, PATRICK	I	MANAGING MEMBER	D	Control
CAROLAN, BRIAN, PATRICK	I	MANAGING MEMBER	D	Control
CAROLAN, BRIAN, PATRICK	I	MANAGING MEMBER	D	Control
CAROLAN, BRIAN, PATRICK	I	MANAGING MEMBER	D	Control
CAROLAN, BRIAN, PATRICK	I	MANAGING MEMBER	D	Control
CAROLAN, BRIAN, PATRICK	I	PRINCIPAL AND CO-CHIEF INVESTMENT OFFICER	D	Control
CAROLAN, BRIAN, PATRICK	I	PRINCIPAL AND CO-CHIEF INVESTMENT OFFICER	D	Control
CAROLAN, BRIAN, PATRICK	I	PRINCIPAL AND CO-CHIEF INVESTMENT OFFICER	D	Control
CAROLAN, BRIAN, PATRICK	I	PRINCIPAL AND CO-CHIEF INVESTMENT OFFICER	D	Control
CAROLAN, BRIAN, PATRICK	I	PRINCIPAL AND CO-CHIEF INVESTMENT OFFICER	D	Control
CAROLAN, BRIAN, PATRICK	I	PRINCIPAL AND CO-CHIEF INVESTMENT OFFICER	D	Control
CAROLAN, BRIAN, PATRICK	I	PRINCIPAL AND CO-CHIEF INVESTMENT OFFICER	D	Control
CAROLAN, BRIAN, PATRICK	I	PRINCIPAL AND CO-CHIEF INVESTMENT OFFICER	D	Control
CAROLAN, BRIAN, PATRICK	I	PRINCIPAL AND CO-CHIEF INVESTMENT OFFICER	D	Control
CAROLAN, BRIAN, PATRICK	I	PRINCIPAL AND CO-CHIEF INVESTMENT OFFICER	D	Control
MCCLOSKEY, KAREN, ROELKE	I	MANAGING MEMBER	D	Control
MCCLOSKEY, KAREN, ROELKE	I	MANAGING MEMBER	D	Control
MCCLOSKEY, KAREN, ROELKE	I	MANAGING MEMBER	D	Control
MCCLOSKEY, KAREN, ROELKE	I	MANAGING MEMBER	D	Control
MCCLOSKEY, KAREN, ROELKE	I	MANAGING MEMBER	D	Control
MCCLOSKEY, KAREN, ROELKE	I	MANAGING MEMBER	D	Control
MCCLOSKEY, KAREN, ROELKE	I	MANAGING MEMBER	D	Control
MCCLOSKEY, KAREN, ROELKE	I	MANAGING MEMBER	D	Control
MCCLOSKEY, KAREN, ROELKE	I	MANAGING MEMBER	D	Control
MCCLOSKEY, KAREN, ROELKE	I	MANAGING MEMBER	D	Control
MCCLOSKEY, KAREN, ROELKE	I	MANAGING MEMBER	D	Control
MCCLOSKEY, KAREN, ROELKE	I	MANAGING MEMBER	D	Control
MCCLOSKEY, KAREN, ROELKE	I	MANAGING MEMBER	D	Control
MCCLOSKEY, KAREN, ROELKE	I	MANAGING MEMBER	D	Control
MCCLOSKEY, KAREN, ROELKE	I	MANAGING MEMBER	D	Control
MCCLOSKEY, KAREN, ROELKE	I	MANAGING MEMBER	D	Control
MCCLOSKEY, KAREN, ROELKE	I	MANAGING MEMBER	D	Control
MCCLOSKEY, KAREN, ROELKE	I	MANAGING MEMBER	D	Control
MCCLOSKEY, KAREN, ROELKE	I	MANAGING MEMBER	D	Control
MCCLOSKEY, KAREN, ROELKE	I	MANAGING MEMBER	D	Control
MCCLOSKEY, KAREN, ROELKE	I	MANAGING MEMBER	D	Control
MCCLOSKEY, KAREN, ROELKE	I	MANAGING MEMBER	D	Control
MCCLOSKEY, KAREN, ROELKE	I	MANAGING MEMBER	D	Control
MCCLOSKEY, KAREN, ROELKE	I	MANAGING MEMBER	D	Control
MCCLOSKEY, KAREN, ROELKE	I	MANAGING MEMBER	D	Control
MCCLOSKEY, KAREN, ROELKE	I	MANAGING MEMBER	D	Control
MCCLOSKEY, KAREN, ROELKE	I	MANAGING MEMBER	D	Control
MCCLOSKEY, KAREN, ROELKE	I	PRINCIPAL, CHIEF FINANCIAL OFFICER, AND WEALTH ADVISOR	D	Control
MCCLOSKEY, KAREN, ROELKE	I	PRINCIPAL, CHIEF FINANCIAL OFFICER, AND WEALTH ADVISOR	D	Control
MCCLOSKEY, KAREN, ROELKE	I	PRINCIPAL, CHIEF FINANCIAL OFFICER, AND WEALTH ADVISOR	D	Control
MCCLOSKEY, KAREN, ROELKE	I	PRINCIPAL, CHIEF FINANCIAL OFFICER, AND WEALTH ADVISOR	D	Control
MCCLOSKEY, KAREN, ROELKE	I	PRINCIPAL, CHIEF FINANCIAL OFFICER, AND WEALTH ADVISOR	D	Control
MCCLOSKEY, KAREN, ROELKE	I	PRINCIPAL, CHIEF FINANCIAL OFFICER, AND WEALTH ADVISOR	D	Control
MCCLOSKEY, KAREN, ROELKE	I	PRINCIPAL, CHIEF FINANCIAL OFFICER, AND WEALTH ADVISOR	D	Control
MCCLOSKEY, KAREN, ROELKE	I	PRINCIPAL, CHIEF FINANCIAL OFFICER, AND WEALTH ADVISOR	D	Control
MCCLOSKEY, KAREN, ROELKE	I	PRINCIPAL, CHIEF FINANCIAL OFFICER, AND WEALTH ADVISOR	D	Control
MCCLOSKEY, KAREN, ROELKE	I	PRINCIPAL, CHIEF FINANCIAL OFFICER, AND WEALTH ADVISOR	D	Control
CAROLAN, BRIAN, PATRICK	I	MANAGING MEMBER	C	Control
HANLEY, KRISTEN, LYNN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	C	Control
MCCLOSKEY, KAREN, ROELKE	I	MANAGING MEMBER	C	Control

Registrations

Federal

Sep 4, 2025 REGISTERED

Notice Filings (10)

CA FL HI MA ME NH NY PA SC VA

Address

100 MARKET STREET
SUITE 201
PORTSMOUTH, NH 03801
United States

Phone: (603) 379-8161