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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-01-2017
- Office Locations
- 1
Office Locations
About CMH Wealth Management
CMH Wealth Management is a Dallas-based RIA serving entrepreneurs, families, and individuals through key transitions like retirement, business sale, and legacy planning. The firm pairs financial advisors and CPAs to deliver integrated financial planning, investment management, and accounting/tax advisory. Portfolios include diversified equity exposure using ETFs, and custody relationships include Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Craig Anthony Hausz
Chief Compliance Officer, Chief Executive Officer, Managing Partner
- CRD
- #5077750
- Ownership
- 50% but less than 75%
MICHELLE KRISTIN HAUSZ
Chief Financial Officer, Managing Partner, Vice President
- CRD
- --
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Ian Thomas Richards
Financial Advisor, General Partner
- CRD
- #7470531
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $90,626,682 | -- |
| Non-Discretionary | $10,516,931 | -- |
| Total | $101,143,613 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2025
| 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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