Michael R. Leclerc

CMH WEALTH MANAGEMENT

Portsmouth, NH 03801

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CRD#: 6951984

Professional summary

Michael Richard Leclerc, who also goes by Michael Leclerc, is a registered financial advisor currently at CMH WEALTH MANAGEMENT, LLC located in Portsmouth, New Hampshire.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Michael has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Leclerc

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Richard Leclerc's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 16, 2025 - Present

CMH WEALTH MANAGEMENT, LLC

Office #1: 100 Market Street Suite 201, Portsmouth, NH 03801

RIA

CRD#: 150138

Portsmouth, NH

Past

March 3, 2025 - August 27, 2025

SCS CAPITAL MANAGEMENT LLC

RIA

CRD#: 122258

Portsmouth, NH

Past

April 26, 2023 - March 11, 2025

LAKE STREET ADVISORS

RIA

CRD#: 288300

PORTSMOUTH, NH

Past

December 11, 2019 - April 11, 2023

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

MERRIMACK, NH

Past

July 9, 2018 - April 10, 2023

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

PORTSMOUTH, NH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CMH WEALTH MANAGEMENT, LLC

CRD#: 150138 / SEC#: 801-70154

RIA

Registered Investment Advisory firm - (4/30/2009 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Hampshire
(12/16/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/10/2019

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/30/2018

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/9/2018

General Securities Representative Examination

Current Firm

CMH WEALTH MANAGEMENT, LLC

CRD#: 150138 / SEC#: 801-70154

RIA

Registered Investment Advisory firm - (4/30/2009 Approved)

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Contact information

Main Address

100 Market Street Suite 201, Portsmouth, NH 03801

Mailing Address

Phone number

(603) 379-8161

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

02 18 2026 CMH FORM ADV PART 2A FINAL (2/18/2026)

Regulatory assets under management

Total Number of Accounts	704
AUM (Assets Under Management)	$ 813,362,197

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
06/05/2025	Cover Page	Report
05/06/2024	Cover Page	Report
05/10/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Michael R. Leclerc

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Richard Leclerc's CRS (Customer Relationship Summary).

Certified licenses

Experience

SCS CAPITAL MANAGEMENT LLC

LAKE STREET ADVISORS

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

CMH WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/10/2019

Series 63

Date: 7/30/2018

SIE

Date: 10/1/2018

Series 7

Date: 7/9/2018

Current Firm

CMH WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CMH WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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