Overview
Assets Under Management: $124 million
Headquarters: HANOVER, NH
High-Net-Worth Clients: 32
Average Client Assets: $3 million
Frequently Asked Questions
JMH WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #139294), JMH WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
JMH WEALTH MANAGEMENT, LLC is headquartered in HANOVER, NH.
JMH WEALTH MANAGEMENT, LLC serves 32 high-net-worth clients according to their SEC filing dated January 28, 2026. View client details ↓
According to their SEC Form ADV, JMH WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
JMH WEALTH MANAGEMENT, LLC manages $124 million in client assets according to their SEC filing dated January 28, 2026.
According to their SEC Form ADV, JMH WEALTH MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.79
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 203
Discretionary Accounts: 203
Regulatory Filings
CRD Number: 139294
Filing ID: 2046471
Last Filing Date: 2026-01-28 13:26:25