AdvisorCensus / Financial advisors / New Hampshire / JMH Wealth Management, LLC
JMH Wealth Management, LLC is an SEC-registered investment advisory firm in Hanover, NH, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 1, 2026.
Quick answers
From the filingHow is JMH Wealth Management, LLC compensated?
On its Form ADV (Item 5.E, October 2026), JMH Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management.
What does JMH Wealth Management, LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated May 1, 2026 states: Up to $1,000,000: 1% a year; $1,000,000 to $3,000,000: 0.75% a year; $3,000,000 to $5,000,000: 0.6% a year; $5,000,000 to $10,000,000: 0.5% a year; Above $10,000,000: 0.4% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is JMH Wealth Management, LLC located?
JMH Wealth Management, LLC's principal office is in Hanover, NH, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is JMH Wealth Management, LLC registered with the SEC or a state?
JMH Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 139294.
How much does JMH Wealth Management, LLC manage?
JMH Wealth Management, LLC reports $124,093,289 in regulatory assets under management in its Form ADV filing dated May 1, 2026 (100% discretionary).
How have JMH Wealth Management, LLC's assets and staff changed since 2025?
In the Form ADV data for JMH Wealth Management, LLC: Regulatory assets under management: $113,688,701 in the October 2025 data and $124,093,289 in the October 2026 data, up 9%. Total employees: 3 in October 2025 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does JMH Wealth Management, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (47); high net worth individuals (32); charitable organizations (1).
Which custodians does JMH Wealth Management, LLC use?
JMH Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.
Does JMH Wealth Management, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/139294
Does JMH Wealth Management, LLC state an account minimum?
Its Form ADV Part 2A brochure dated May 1, 2026 says: "JMHW’s minimum account size is generally $750,000, but this amount is negotiable."
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $1,000,000 | 1% |
| $1,000,000 to $3,000,000 | 0.75% |
| $3,000,000 to $5,000,000 | 0.6% |
| $5,000,000 to $10,000,000 | 0.5% |
| Above $10,000,000 | 0.4% |
The brochure's wording
JMHW charges most of its clients an annual investment management fee based on the following schedule: Assets under management Annual Fee First $1 Million 1.00% Amounts in excess of $1 Million & up to $3 Million 0.75% Amounts in excess of $3 Million & up to $5 Million 0.60% Amounts in excess of $5 Million & up to $10 Million 0.50% Amounts in excess of $10 Million 0.40%
Account minimum: $750,000 (the brochure says it may be waived or negotiated)
The brochure's wording
JMHW’s minimum account size is generally $750,000, but this amount is negotiable.
As stated in the firm's Form ADV Part 2A brochure dated May 1, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$124,093,289 as of October 2026, filing dated May 1, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 3. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the June 2026 filing
- States registered or notice-filed
-
6 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $124,093,289 | 3 | May 1, 2026 |
| October 2025 | $113,688,701 | 3 | April 2, 2025 |
Regulatory assets under management: $113,688,701 in the October 2025 data and $124,093,289 in the October 2026 data, up 9%.
Total employees: 3 in October 2025 and 3 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. JMH Wealth Management, LLC (CRD 139294): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/jmh-wealth-management-llc-hanover-nh-139294