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CMH WEALTH MANAGEMENT
CMH WEALTH MANAGEMENT, LLC
CRD 325543
17304 PRESTON ROAD, SUITE 1350, DALLAS, TX, 75252, United States
Phone
(214) 692-5878
Fax
(469) 458-2769
Registration
— (—)
Source
State registered
Total AUM
$101.1M
Discretionary AUM
$90.6M
Team
3 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 17 | $6.0M |
| High net worth individuals | 42 | $79.4M |
| Pension/profit sharing plans | 5 | $13.7M |
| Charitable organizations | 2 | $733K |
| Corporations/business entities | 2 | $1.4M |
All web addresses on file
Official SEC filing: View on IAPD