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CMH WEALTH MANAGEMENT, LLC

PORTSMOUTH, NH · CRD 150138 · IAPD ↗ · (603) 379-8161

$813.4MRegulatory AUM
7Advisory reps
9Employees
0Clients
251-500Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
June 2026 — CMH WEALTH MANAGEMENT, LLC notice-filed in IL, MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2026 — CMH WEALTH MANAGEMENT, LLC grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
June 2025 — CMH WEALTH MANAGEMENT, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
August 2024 — CMH WEALTH MANAGEMENT, LLC notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
March 2024 — CMH WEALTH MANAGEMENT, LLC reported RAUM up 25% ($555.9M -> $695.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
48
February 2024 — CMH WEALTH MANAGEMENT, LLC moved its main office from NORTH HAMPTON, NH to PORTSMOUTH, NH.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.