JMH Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$124,093,289
Total clients
79
41% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
40
Average account size
$1,570,801
About
JMH Wealth Management is a small, supported registered investment adviser that provides discretionary investment management primarily to high‑net‑worth individuals and associated trusts, estates, and other legal entities. The firm incorporates financial planning into its asset‑management service at no additional charge and generally lists a negotiable account minimum (stated as $750,000), managing roughly $124 million for about 79 clients.
The firm’s investment process relies on fundamental analysis across domestic and international equities, fixed income, no‑load mutual funds, and ETFs, with a generally long‑term orientation and target asset allocations established through initial meetings and risk questionnaires. Investment authority is discretionary and centralized under the firm’s chief investment officer, while clients may impose reasonable account restrictions; the firm does not engage in short selling or option writing.
Distinctive operational features include a requirement that clients custody assets at a single custodian (Fidelity) and a prohibition on directed brokerage, along with receipt of custodian‑provided trading, reporting and portfolio management systems that the firm reviews annually. The firm is small and founder‑led, its advisers hold CFA charters and have adopted the CFA Institute’s professional and asset‑manager codes, and it maintains formal proxy‑voting policies, a written code of ethics with pre‑clearance for employee trades, and a policy to follow an independent governance consultant when material proxy conflicts arise.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% Amounts in excess of $1 Million - $3,000,000: 0.75% Amounts in excess of $3 Million - $5,000,000: 0.60% Amounts in excess of $5 Million - $10,000,000: 0.50% Amounts in excess of $10 Million+: 0.40%
Account minimum: $750,000 (negotiable)
Main office location
JMH Wealth Management, LLC
45 Lyme Road, Suite 307
Hanover NH 03755, United States
Number of offices
2
Most active in
California · Massachusetts · New Hampshire · Pennsylvania · Texas · Vermont
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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