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Building 2CMH WEALTH MANAGEMENT, LLC

Map pinPORTSMOUTH, NH
Phone(603) 379-8161
NotebookSEC #801-70154
Total AUM
$813.4M
Employees
9
Clients
326

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 MARKET STREET
SUITE 201
PORTSMOUTH
NH 03801
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(603) 379-8161
Other Offices
2

ReceiptFinancials

Total AUM
$813.4M
Accounts
704
Discretionary
$813.4M
Accounts
704
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
116
AUM
$51.4M
HNW Individual Clients
193
AUM
$732.4M
Charitable Organization Clients
12
AUM
$9.8M
Corporation or Business Clients
5
AUM
$19.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILMAMDMENHNYPASCVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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