← Back to searchVisit website
JMH WEALTH MANAGEMENT, LLC
CRD 139294 · SEC 801-132071
45 LYME ROAD, SUITE 307, HANOVER, NH, 03755, United States
Phone
603.643.8899
Fax
603.643.8895
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$124.1M
Discretionary AUM
$124.1M
Team
3 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 47 | $16.9M |
| High net worth individuals | 32 | $106.5M |
| Charitable organizations | 1 | $719K |
States served
VT, CA, MA, PA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD