RIA Intel›Advisers›Texas›CMH WEALTH MANAGEMENT, LLC

CMH WEALTH MANAGEMENT, LLC

Advisory

DALLAS, TX

Data as of Feb 18, 2026 · Source: SEC Form ADV

Rank in TX
#1,424
of 2,813 advisers by AUM
Average account
$728K
across 139 accounts
AUM per adviser
$51M
2 advisers

Source: SEC Form ADV. Figures as filed Feb 18, 2026.

Total AUM
$101M
Discretionary %
89.6%
Clients
68
Employees
3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$101M
Discretionary AUM$91M
Non-Discretionary AUM$11M
Discretionary %89.6%
Total Clients68
Team
Total Employees3
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

THE PENN INVESTMENT GROUP, INC.
AUSTIN, TX
$101M
+36.8% 1Y
CACH CAPITAL MANAGEMENT, LLC
AUSTIN, TX
$101M
+10.2% 1Y
WRWCO, LLC
$101M
+8.2% 1Y
CHARLES D. JONES CAPITAL MANAGEMENT, INC.
WACO, TX
$101M
+4.1% 1Y
MAXOUT SAVINGS ADVISORS LLC
HOUSTON, TX
$101M
-1.6% 1Y
KOINONIA WEALTH, LLC
THE WOODLANDS, TX
$101M

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