AdvisorCensus / Financial advisors / Massachusetts / Boston / CMH Wealth Management, LLC
CMH Wealth Management, LLC is an SEC-registered investment advisory firm in Portsmouth, NH, registered since 2009, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated May 19, 2026.
Quick answers
From the filingHow is CMH Wealth Management, LLC compensated?
On its Form ADV (Item 5.E, October 2026), CMH Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
How much does CMH Wealth Management, LLC charge?
Its Form ADV Part 2A brochure dated February 18, 2026 states: Up to $1,000,000: 1.2% a year; $1,000,000 to $3,000,000: 0.9% a year; $3,000,000 to $6,000,000: 0.7% a year; $6,000,000 to $10,000,000: 0.5% a year; Above $10,000,000: 0.4% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is CMH Wealth Management, LLC located?
CMH Wealth Management, LLC's principal office is in Portsmouth, NH, according to its Form ADV.
Is CMH Wealth Management, LLC registered with the SEC or a state?
CMH Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 150138.
How much does CMH Wealth Management, LLC manage?
CMH Wealth Management, LLC reports $813,362,197 in regulatory assets under management in its Form ADV filing dated May 19, 2026 (100% discretionary).
How have CMH Wealth Management, LLC's assets and staff changed since 2021?
In the Form ADV data for CMH Wealth Management, LLC: Regulatory assets under management: $559,839,106 in the October 2021 data and $813,362,197 in the October 2026 data, up 45%. Total employees: 7 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does CMH Wealth Management, LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (193); individuals (other than high net worth individuals) (116); charitable organizations (12).
Which custodians does CMH Wealth Management, LLC use?
CMH Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does CMH Wealth Management, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/150138
Does CMH Wealth Management, LLC state an account minimum?
Its Form ADV Part 2A brochure dated February 18, 2026 says: "We have no minimum account size."
What changed in CMH Wealth Management, LLC's recent Form ADV filings?
In the June 2026 filing data: Registered or notice-filed in IL, MD.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $1,000,000 | 1.2% |
| $1,000,000 to $3,000,000 | 0.9% |
| $3,000,000 to $6,000,000 | 0.7% |
| $6,000,000 to $10,000,000 | 0.5% |
| Above $10,000,000 | 0.4% |
The brochure's wording
Fee Schedule: Portfolio Value Annual Fee First $1,000,000 1.20% Next $2,000,000 0.90% Next $3,000,000 0.70% Next $4,000,000 0.50% Above $10,000,000 0.40%
Account minimum: None
The brochure's wording
We have no minimum account size.
Minimum annual fee: $8,000
The brochure's wording
Accounts are subject to a minimum annual investment management fee of $8,000.
As stated in the firm's Form ADV Part 2A brochure dated February 18, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$813,362,197 as of October 2026, filing dated May 19, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2009 (17 years)
- Employees
- Total: 9. Performing investment advisory functions: 7.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
11 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $813,362,197 | 9 | May 19, 2026 |
| October 2025 | $774,040,243 | 8 | May 13, 2025 |
| October 2024 | $695,111,412 | 7 | July 30, 2024 |
| October 2023 | $555,943,736 | 7 | August 8, 2023 |
| October 2022 | $616,990,175 | 7 | September 27, 2022 |
| October 2021 | $559,839,106 | 7 | July 30, 2021 |
Regulatory assets under management: $559,839,106 in the October 2021 data and $813,362,197 in the October 2026 data, up 45%.
Total employees: 7 in October 2021 and 9 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- June 2026
- Registered or notice-filed in IL, MD.
- March 2026
- Employees performing advisory functions went from 5 to 7.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. CMH Wealth Management, LLC (CRD 150138): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/cmh-wealth-management-llc-portsmouth-nh-150138