Cmh Wealth Management, Llc
- Regulatory AUM
- $813M
- Discretionary
- $813M
- Clients
- 326
- Avg AUM / client
- $2.5M
- Accounts
- 704
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 116 | $51.4M | 6.32% |
| High net worth individuals | 193 | $732M | 90.0% |
| Charitable organizations | 12 | $9.8M | 1.21% |
| Corporations and other businesses | 5 | $19.8M | 2.44% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian Patrick Carolan | Principal And Co Chief Investment Officer | CFA | May 2009 (17y) | 50% – 75% |
| Karen Roelke Mccloskey | Principal, Chief Financial Officer, And Wealth Advisor | CFP | May 2009 (17y) | 50% – 75% |
| Kristen Lynn Hanley | Chief Compliance Officer And Portfolio Manager | May 2009 (17y) | Less than 5% | |
| John P. Fredette | Co Chief Investment Officer | CFA | Jul 2017 (9y) | Less than 5% |
| Rachael E Bator | Registered representative | CFP | Aug 2025 (1y) | |
| Michael Richard Leclerc | Registered representative | CFP | Dec 2025 (1y) | |
| Steven C. Nassoura | Registered representative | CFP | Mar 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/19/2026 | 953 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $813M (100% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 19, 2026.
View current Form ADV (SEC/IAPD) ↗