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Chief Compliance Officer and Portfolio Manager · CMH Wealth Management, LLC

Kristen L. Hanley

CRD 2681464 · 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 Kristen L. Hanley on its Form ADV as Chief Compliance Officer and Portfolio Manager, a control person.

Firms and roles

  • CMH Wealth Management, LLCChief Compliance Officer and Portfolio ManagerWealth manager · Portsmouth, NH · $813M in regulatory assets

AtlasMembers

Kristen’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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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
  • Karen R. McCloskeyPrincipal, Chief Financial Officer, and Wealth Advisor, 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 Kristen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.