CMH Wealth Management
Financial Services • 
Portsmouth, New Hampshire, United States • 1-10 Employees
Company overview
| Headquarters | 100 Market St, Suite 201, Portsmouth, New Hampshire 03801, US |
| Phone number | +16033798161 |
| Website | |
| NAICS | 52 |
| SIC | 736 |
| Keywords | Wealth Management, Financial Planning, Investment Management |
| Founded | 2009 |
| Employees | 1-10 |
| Socials |
Key Contacts at CMH Wealth Management
Kristen Hanley
Managing Director, Portfolio Manager And Chief Compliance Officer
Debra Brown
Director Of Operations
CMH Wealth Management Email Formats
CMH Wealth Management uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@cmhwealth.com), used 77.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@cmhwealth.com | 77.8% |
{first name}{last name} | johndoe@cmhwealth.com | 22.2% |
About CMH Wealth Management
CMH Wealth Management, LLC is dedicated to protecting and enhancing our client’s financial future. We are a team of investment advisors who serve as fiduciaries, putting your interests first. CMH Wealth was founded in 2009 by a group of private bank and investment management veterans. This background is reflected in our emphasis on the value of customized investment management, comprehensive financial advice, and an elevated service standard. Clients often come to us when they are navigating a period of transition. That can include the transition of a business, approaching retirement, changing jobs, or one of the many events that can impact a family. We welcome the opportunity to partner with you, developing a financial plan to navigate the next steps of your journey. Disclosures: https://cmhwealth.com/wp-content/uploads/2024/08/CMH-Website-Disclosures.pdf
CMH Wealth Management revenue & valuation
| Annual revenue | $684,440 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
CMH Wealth Management has 3 employees across 2 departments.
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Number of employees
Funding Data
CMH Wealth Management has never raised funding before.
CMH Wealth Management Tech Stack
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