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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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