PORTSMOUTH, NHCRD 150138Latest ADV February 18, 2026
Cmh Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Portsmouth, NH. Its latest Form ADV filing, dated February 18, 2026, reports $813M in regulatory assets under management, 9 employees, 2 offices, and 704 accounts.
Assets Under Management
$813M
Employees
9
Offices
2 offices
Total Clients
326
Primary office
PORTSMOUTH, NH
100 MARKET STREET, SUITE 201, PORTSMOUTH, NH, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 59.2% of total clients.
Top client categories% of clientsClients
1
HNWI
59.2%
193
2
Individuals
35.6%
116
3
Charitable
3.7%
12
4
Corporations
1.5%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$813Mas of February 18, 2026
Discretionary100.0%
$813M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$813M
Total Accounts704
10Y AUM Change+$542M (+199.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee36:1
10Y Employee Change+4 (+80.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.