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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-30-2009
- Office Locations
- 1
Office Locations
About CMH Wealth Management, LLC
CMH Wealth Management (Portsmouth, NH) provides discretionary investment management and comprehensive financial planning, including tax, estate and insurance guidance. Led by CIO Brian Carolan, CFA, the firm builds customized asset-allocation portfolios using ETFs, mutual funds and investment-grade fixed income, with custody through Charles Schwab.
Reported data analysis
What the numbers show
Between September 4, 2025 and May 19, 2026, reported AUM increased 5.1%, from $774.0M to $813.4M.
Across 5 reported observations, AUM increased 31.8% between September 27, 2022 and May 19, 2026, from $617.0M to $813.4M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 7 advisory representatives and 326 clients, or 46.6 clients per representative. That equates to $2.5M in reported AUM per client.
The profile lists 1 reported office location and 17 years in operation. The source data was last updated on May 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full CMH Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BRIAN PATRICK CAROLAN
Advisor, Co-Chief Investment Officer, PRINCIPAL
- CRD
- #2195631
- Ownership
- 50% but less than 75%
KAREN ROELKE MCCLOSKEY
Chief Financial Officer, PRINCIPAL, WEALTH ADVISOR
- CRD
- #2102479
- Ownership
- 50% but less than 75%
Showing 2 of 4 owners & executives
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RACHAEL E BATOR
Senior Wealth Manager
- CRD
- #5785132
MICHAEL RICHARD LECLERC
Wealth Manager
- CRD
- #6951984
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $813,362,197 | $1,155,344 |
| Non-Discretionary | $0 | -- |
| Total | $813,362,197 | $1,155,344 |
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Separately Managed Accounts
SMA allocation detail is available
CMH Wealth Management, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
CMH Wealth Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.