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JMH WEALTH MANAGEMENT, LLC

HANOVER, NH · CRD 139294 · IAPD ↗ · jmhwealth.com · 603.643.8899

$124.1MRegulatory AUM
2Advisory reps
3Employees
0Clients
51-100Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
February 2026 — JMH WEALTH MANAGEMENT, LLC reports 51-100 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
March 2025 — JMH WEALTH MANAGEMENT, LLC (HANOVER, NH) is newly SEC-registered with $113.7M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.