CMH WEALTH MANAGEMENT

Overview

CMH Wealth Management operates as an independent registered investment advisor serving individuals, families and institutional clients with a mix of financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting. The firm charges fees as a percentage of assets under management and via fixed-fee arrangements. Investment activity is centered on pooled public funds and mutual funds as primary portfolio building blocks; discretionary mandates make up the large majority of client relationships. CMH does not identify as an active ESG investor and is not positioned as a multi-state or capital-allocating adviser. Advisory work appears focused on conventional wealth-management solutions—asset allocation across mutual funds and annuities—rather than direct sourcing of third‑party alternative fund managers. The firm also maintains relationships with accounting professionals as part of its referral and service network.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices