Michael Richard Leclerc
Investment adviser representative at Cmh Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$813.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Cmh Wealth Management, LLCDec 2025 to now
- UnemployedAug 2025 to Dec 2025
- Scs FinancialJan 2025 to Aug 2025
- Lake Street AdvisorsMar 2023 to Jan 2025
- Fidelity InvestmentsMar 2016 to Mar 2023
- University of New HampshireSep 2014 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (NH).
Cmh Wealth Management, LLC
$813.4MAssets managed
326Clients
7Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6951984
- Firm CRD
- 150138