Advisor at CMH Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
CMH Wealth Management
Location
Dallas, TX 75252
Credentials
Series 65
Industry experience
4 years
Ian Richards is a financial advisor at CMH Wealth Management with four years of industry experience. He holds a Series 65 designation and has worked at several firms, including Beaird Harris and Service Academy Capital Management. Richards is based in Dallas, TX. CMH Wealth Management serves a concentrated client base primarily composed of high-net-worth individuals and pension/profit-sharing plans. The firm provides comprehensive financial planning and portfolio management using various analytical methods and implements both long- and short-term trading strategies, including options and margin transactions.
Based on CMH Wealth Management
Based on CMH Wealth Management
Financial planning fees are fixed and negotiated between $2,400 and $20,000
17304 Preston Road, Suite 1350
Dallas, TX 75252
Texas
CMH Wealth Management, LLC
2023 - Present (3 years)
CMH Advisors
2022 - Present (4 years)
Service Academy Capital Management
2022 - 2022 (1 year)
Service Academy Capital Management, LLC
2021 - 2022 (1 year)
Beaird Harris
2019 - 2021 (2 years)
Burchell Denson & Morrison
2013 - 2019 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 63, Series 66
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Gadiraju, Raju
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