Jmh Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Hanover, NH. Its latest Form ADV filing, dated January 28, 2026, reports $124M in regulatory assets under management, 3 employees, 1 office, and 203 accounts.
Assets Under Management
$124M
Employees
3
Offices
1 office
Total Clients
80
Primary office
HANOVER, NH
45 LYME ROAD, SUITE 307, HANOVER, NH, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 58.8% of total clients.
Top client categories% of clientsClients
1
Individuals
58.8%
47
2
HNWI
40.0%
32
3
Charitable
1.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$124Mas of January 28, 2026
Discretionary100.0%
$124M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$124M
Total Accounts203
10Y AUM Change+$10M (+9.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee27:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.