Cmh Wealth Management, LLC

CMH Wealth Management, LLC is a registered investment adviser founded in 2009, offering discretionary investment management services to individuals, high net worth individuals, trusts, estates, charitable organizations, and more. The firm operates as a limited liability company in New Hampshire and is registered with the SEC. CMH provides tailored investment management services based on clients' individual needs and objectives, allocating assets among various securities. The firm acts as a fiduciary, obligated to act in clients' best interests, and charges fees based on assets under management. Clients have investment discretion but must provide necessary information for CMH to implement suitable strategies. Investment strategies are developed by an Investment Committee, utilizing both qualitative and quantitative analysis. CMH discloses potential risks associated with investments, such as market, company-specific, economic, and geopolitical risks. The firm does not charge performance-based fees and serves various client types, including individuals and business entities. Clients receive regular account reviews and statements, with custody services provided by a qualified custodian. CMH does not receive economic benefits for investment advice referrals and maintains strict ethical standards and client-focused practices.