# 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. - CRD: 139294 - Filed as: JMH WEALTH MANAGEMENT, LLC - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: Hanover, NH - Filing period: October 2026 - Form ADV filing dated: May 1, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/139294 - AdvisorCensus page: https://advisorcensus.com/firm/jmh-wealth-management-llc-hanover-nh-139294 ## Quick answers **How 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 ### Compensation (Item 5.E) - A percentage of assets under your management ### Fees and minimums (Form ADV Part 2A brochure dated May 1, 2026) - 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 > 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) > JMHW’s minimum account size is generally $750,000, but this amount is negotiable. As stated in the firm's brochure. Fees can differ by service and may be negotiable. ### Custodians (Schedule D, Section 5.K(3)) - National Financial Services LLC 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. ### Regulatory assets under management (Item 5.F) - Total: $124,093,289 - Discretionary: $124,093,289 - Non-discretionary: $0 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 47 | $16,909,613 | | High net worth individuals | 32 | $106,465,146 | | Banking or thrift institutions | 0 | $0 | | Investment companies | 0 | $0 | | Business development companies | 0 | $0 | | Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 | | Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 | | Charitable organizations | 1 | $718,530 | | State or municipal government entities (including government pension plans) | 0 | $0 | | Other investment advisers | 0 | $0 | | Insurance companies | 0 | $0 | | Sovereign wealth funds and foreign official institutions | 0 | $0 | | Corporations or other businesses not listed above | 0 | $0 | | Other | 0 | $0 | ### 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 ### Firm details - Registered since: 2025 (1 year) - Employees: 3 total, 2 performing advisory functions - Wrap fee program participation: No - States registered or notice-filed: CA, MA, NH, PA, TX, VT - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Other offices (Schedule D, Section 1.F), as of the June 2026 filing - Pittsburgh, PA ### Websites listed on Form ADV (Item 1.I) - jmhwealth.com ## Assets and staff over time | Data period | Regulatory assets under management | Employees | Filing dated | | --- | --- | --- | --- | | October 2025 | $113,688,701 | 3 | April 2, 2025 | | October 2026 | $124,093,289 | 3 | May 1, 2026 | 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. ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. JMH Wealth Management, LLC (CRD 139294): Form ADV filing data as of October 2026.