What is CMH Wealth Management, LLC's NAICS code?

CMH Wealth Management, LLC's NAICS code is 52 (Finance and Insurance).

Insights

Niche independence Independent, fee-only structure and female/veteran-owned status position CMH as a trusted fiduciary for clients seeking objective guidance free from product incentives.

High value AUM growth Reported revenue range and recurring investment activity across ETFs and US equities indicate CMH manages sizable assets and could benefit from expanded advisory services and scalable technology to accommodate growth.

Tech-enabled engagement Utilization of calendars, WordPress, Office 365 and SEO tools suggests opportunities to upsell client experience enhancements, digital onboarding, and client portals to improve retention.

Succession and intergenerational planning Focus on families, wealth growth across generations, and life transitions signals demand for comprehensive estate and multi-generational planning services.

Strategic partnerships Geographic focus in Seacoast New Hampshire with a boutique service model presents potential for referrals and partnerships with local professionals (CPAs, attorneys) to expand client acquisition.

CMH Wealth Management, LLC Tech Stack

CMH Wealth Management, LLC uses 8 technology products and services including Calendly, Cloudflare CDN, WordPress, and more. Explore CMH Wealth Management, LLC's tech stack below.

Calendly

Appointment Scheduling

Cloudflare CDN

Content Delivery Network

WordPress

Content Management System

Choices

Javascript Libraries

Lightbox

Javascript Libraries

Packery

Javascript Libraries

Office 365

Office Suites

Yoast SEO Premium

Search Engines

CMH Wealth Management, LLC Email Formats	Example	Percentage
FirstL@cmhwealth.com	JohnD@cmhwealth.com	100%

CMH Wealth Management, LLC Email Formats

Example

Percentage

FirstL@cmhwealth.com

JohnD@cmhwealth.com

100%

Frequently Asked Questions

What is CMH Wealth Management, LLC's phone number?

You can contact CMH Wealth Management, LLC's main corporate office by phone at

+1-603-379-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is CMH Wealth Management, LLC's official website and social media links?

CMH Wealth Management, LLC's official website is cmhwealth.com and has social profiles on LinkedIn.

How much revenue does CMH Wealth Management, LLC generate?

As of September 2026, CMH Wealth Management, LLC's annual revenue is estimated to be $10M - $25M.

What is CMH Wealth Management, LLC's SIC code and NAICS code?

CMH Wealth Management, LLC's SIC code is 4899 - Communications Services, Not Elsewhere Classified and NAICS code is 52 - Finance and Insurance.

How many employees does CMH Wealth Management, LLC have currently?

As of September 2026, CMH Wealth Management, LLC has approximately 10 employees across 1 continents, including North America. Key team members include Co-Chief Investment Officer: J. P. F., Director Of Operations: D. B. and Wealth Manager: M. L. Explore CMH Wealth Management, LLC's employee directory with LeadIQ.

What industry does CMH Wealth Management, LLC belong to?

CMH Wealth Management, LLC operates in the Financial Services industry.

What technology does CMH Wealth Management, LLC use?

CMH Wealth Management, LLC's tech stack includes Calendly, Cloudflare CDN, WordPress, Choices, Lightbox, Packery, Office 365 and Yoast SEO Premium.

What is CMH Wealth Management, LLC's email format?

CMH Wealth Management, LLC's email format typically follows the pattern of FirstL@cmhwealth.com. Find more CMH Wealth Management, LLC email formats with LeadIQ.

When was CMH Wealth Management, LLC founded?

CMH Wealth Management, LLC was founded in 2009.

CMH Wealth Management, LLC

Q: How many employees does CMH Wealth Management, LLC have currently?

CMH Wealth Management, LLC has approximately 10 employees.

Q: What technology does CMH Wealth Management, LLC use?

CMH Wealth Management, LLC's tech stack includes MySQL, jQuery Migrate, easy pie chart, WordPress, Priority Hints.

Financial ServicesNew Hampshire, United States2-10 Employees

CMH Wealth Management, LLC is an independent, fee-only wealth advisory firm based in Portsmouth, New Hampshire. The firm serves individuals and families, offering comprehensive planning and disciplined investment management aimed at helping clients build, protect, and steward wealth across generations. It emphasizes objective guidance rooted in fiduciary responsibility, with compensation derived solely from clients rather than commissions or product incentives. The company positions itself as a boutique practice that combines sophisticated advisory capabilities with personalized service for clients at key financial moments, including career growth, major life transitions, and women seeking greater financial clarity and independence. Founded and operated in the Seacoast region, CMH asserts independence from specific investment products to maintain a client-centered approach.

Insights

Similar companies to CMH Wealth Management, LLC