LeadIQ logo
Learn more at LeadIQ.com
CMH Wealth Management, LLC logo

CMH Wealth Management, LLC Employee Directory

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.

Find CMH Wealth Management, LLC employees' phone numbers or email addresses

CMH Wealth Management, LLC Global Highlights

Location
Employees

North America
11

Minus sign iconPlus sign icon
  • United States Of America
    11

CMH Wealth Management, LLC's Leadership

  • Co-Chief Investment Officer at CMH Wealth Management, LLC
    J. P. F.
    Co-Chief Investment Officer
    Mobile Phone
  • Director Of Operations at CMH Wealth Management, LLC
    D. B.
    Director Of Operations
    Mobile Phone
  • Wealth Manager at CMH Wealth Management, LLC
    M. L.
    Wealth Manager
    Mobile Phone
  • Office Manager at CMH Wealth Management, LLC
    C. C.
    Office Manager
    Mobile Phone
  • Operations Manager at CMH Wealth Management, LLC
    D. B.
    Operations Manager
    Mobile Phone
  • Principal at CMH Wealth Management, LLC
    B. C.
    Principal
    Mobile Phone
  • Principal at CMH Wealth Management, LLC
    M. K.
    Principal
    Mobile Phone
  • Operations at CMH Wealth Management, LLC
    N. H.
    Operations
    Mobile Phone

CMH Wealth Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other

Contact profiles from CMH Wealth Management, LLC

Name
Title
Contact
Location
Last Update
  • Co-Chief Investment Officer at CMH Wealth Management, LLC
    J. P. F.
    Co-Chief Investment Officer
    Mobile Phone
    United States, New Hampshire
    Mar 24, 2026
  • Director Of Operations at CMH Wealth Management, LLC
    D. B.
    Director Of Operations
    Mobile Phone
    United States
    Apr 04, 2024
  • Wealth Manager at CMH Wealth Management, LLC
    M. L.
    Wealth Manager
    Mobile Phone
    United States, New Hampshire
    Mar 24, 2026
  • Office Manager at CMH Wealth Management, LLC
    C. C.
    Office Manager
    Mobile Phone
    United States, New Hampshire
    Aug 03, 2024
  • Operations Manager at CMH Wealth Management, LLC
    D. B.
    Operations Manager
    Mobile Phone
    UNITED STATES
    Apr 04, 2024
  • Principal at CMH Wealth Management, LLC
    B. C.
    Principal
    Mobile Phone
    United States, New Hampshire
    Feb 26, 2024
  • Principal at CMH Wealth Management, LLC
    M. K.
    Principal
    Mobile Phone
    UNITED STATES
    Mar 08, 2023
  • Operations at CMH Wealth Management, LLC
    N. H.
    Operations
    Mobile Phone
    United States, New Hampshire
    May 31, 2026
  • Employee at CMH Wealth Management, LLC
    M. W.
    Mobile Phone
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is CMH Wealth Management, LLC known for?

Minus sign iconPlus sign iconCMH Wealth Management, LLC was founded in 2009 and operates in the Financial Services industry. You can contact CMH Wealth Management, LLC's main corporate office by phone at
+1-603-379-****
. Explore CMH Wealth Management, LLC's company overview page for more information.

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

Minus sign iconPlus sign iconCMH Wealth Management, LLC employees' email format typically follows the pattern of FirstL@cmhwealth.com. Trying to find reliable and up-to-date employee contact data? Find more CMH Wealth Management, LLC email formats with LeadIQ.

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

Minus sign iconPlus sign iconCMH Wealth Management, LLC has approximately 10 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are CMH Wealth Management, LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of September 2026, CMH Wealth Management, LLC's key employees include:

  • Co-Chief Investment Officer: J. P. F.
  • Director Of Operations: D. B.
  • Wealth Manager: M. L.
  • Office Manager: C. C.
  • Operations Manager: D. B.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.