JMH WEALTH MANAGEMENT, LLC
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About the firm
JMH Wealth is an investment advisory firm that manages money collaboratively with clients, helping them establish sensible investment goals and achieve their dreams across the cycles of their lives. The firm operates as a fiduciary, legally bound to act in clients' best interests. Their investment process is grounded in in-depth study and analysis of business, value, and people.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management, life cycle investing, fiduciary investment advisory services, disciplined financial planning, and investment goal-setting
Who they serve
Clients at various life cycle stages seeking wealth management and investment guidance
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 47 | $17M |
| High Net Worth Individuals | 32 | $106M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 1 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| 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% |
Data as of January 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. JMH WEALTH MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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