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Principal, Chief Financial Officer, and Wealth Advisor · CMH Wealth Management, LLC

Karen R. McCloskey

CRD 2102479 · Named on Form ADV at one SEC-registered adviser

At a glance

CMH Wealth Management, LLC, an SEC-registered wealth manager based in Portsmouth, NH with $813 million in regulatory assets, lists Karen R. McCloskey on its Form ADV as Principal, Chief Financial Officer, and Wealth Advisor, a control person.

Firms and roles

  • CMH Wealth Management, LLCPrincipal, Chief Financial Officer, and Wealth AdvisorWealth manager · Portsmouth, NH · $813M in regulatory assets

AtlasMembers

Karen’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Brian P. CarolanPrincipal and Co-Chief Investment Officer, CMH Wealth Management, LLC
  • Kristen L. HanleyChief Compliance Officer and Portfolio Manager, CMH Wealth Management, LLC
  • John P. FredetteCo-Chief Investment Officer, CMH Wealth Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Karen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.