CMH Wealth Management, LLC Employee Directory

Financial ServicesNew Hampshire, United States2-10 Employees

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

Find CMH Wealth Management, LLC employees' phone numbers or email addresses

CMH Wealth Management, LLC Global Highlights

Location
Employees

North America
11

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  • United States Of America
    11

CMH Wealth Management, LLC's Leadership

  • Stylized image of a person
    J. P. F.
    Co-Chief Investment Officer
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  • Stylized image of a person
    K. H.
    Managing Director, Portfolio Manager And Chief Compliance Officer
    Phone icon
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    D. B.
    Director Of Operations
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  • Stylized image of a person
    M. L.
    Wealth Manager
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    C. C.
    Office Manager
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  • Stylized image of a person
    D. B.
    Operations Manager
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  • Stylized image of a person
    B. C.
    Principal
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  • Stylized image of a person
    M. K.
    Principal
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CMH Wealth Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from CMH Wealth Management, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. P. F.
    Co-Chief Investment Officer
    Phone icon
    United StatesNew Hampshire
    Jul 05, 2024
  • Stylized image of a person
    K. H.
    Managing Director, Portfolio Manager And Chief Compliance Officer
    Phone icon
    United StatesNew Hampshire
    Dec 23, 2025
  • Stylized image of a person
    D. B.
    Director Of Operations
    Phone icon
    United States
    Oct 19, 2025
  • Stylized image of a person
    M. L.
    Wealth Manager
    Phone icon
    United StatesNew Hampshire
    Feb 12, 2026
  • Stylized image of a person
    C. C.
    Office Manager
    Phone icon
    United StatesNew Hampshire
    Aug 03, 2024
  • Stylized image of a person
    D. B.
    Operations Manager
    Phone icon
    UNITED STATES
    May 27, 2025
  • Stylized image of a person
    B. C.
    Principal
    Phone icon
    United StatesNew Hampshire
    Jan 28, 2026
  • Stylized image of a person
    M. K.
    Principal
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    N. H.
    Operations
    Phone icon
    United StatesNew Hampshire
    Jul 09, 2025
  • Stylized image of a person
    M. W.
    Phone icon
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is CMH Wealth Management, LLC known for?

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CMH Wealth Management, LLC was founded in 2009 operates in the Financial Services industry. The company's main headquarters is located in 100 Market Street Suite 201 Portsmouth, New Hampshire 03801 United States; you can contact the main corporate office by phone at . Explore CMH Wealth Management, LLC's company overview page for more information.

What is CMH Wealth Management, LLC's most common email format?

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CMH Wealth Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more CMH Wealth Management, LLC email formats with LeadIQ.

How many employees does CMH Wealth Management, LLC have currently?

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CMH Wealth Management, LLC has approximately 9 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are CMH Wealth Management, LLC's key employees and leadership?

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As of February 2026, CMH Wealth Management, LLC's key employees include:

  • Co-Chief Investment Officer: J. P. F.
  • Managing Director, Portfolio Manager And Chief Compliance Officer: K. H.
  • Director Of Operations: D. B.
  • Wealth Manager: M. L.
  • Office Manager: C. C.

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