JMH Wealth Management provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions. Financial planning was provided to 51–100 clients last fiscal year.
JMH Wealth Management reports 80 clients. They include 47 individual clients, 32 high-net-worth individuals and 1 charitable organization. Of its assets, 100.0% ($124M across 203 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 59% | 14% |
| High-net-worth individuals | 40% | 86% |
| Charitable organizations | 1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 47 | $16.9M | 13.6% | $360K |
| High-net-worth individuals | 32 | $106M | 85.8% | $3.33M |
| Charitable organizations | Fewer than 5 | $719K | 0.6% | $719K |
| Total | 80 | $124M | 100% | — |
- Clients
- 47
- Regulatory AUM
- $16.9M
- AUM share
- 13.6%
- Avg. per client
- $360K
- Clients
- 32
- Regulatory AUM
- $106M
- AUM share
- 85.8%
- Avg. per client
- $3.33M
- Clients
- Fewer than 5
- Regulatory AUM
- $719K
- AUM share
- 0.6%
- Avg. per client
- $719K
Total
- Clients
- 80
- Regulatory AUM
- $124M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
JMH Wealth Management charges 0.40%–1.00% a year for its Investment management fee. Each asset band is charged at its own rate. The fee is billed in arrears.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.00% |
| $1M–$3M | 0.75% |
| $3M–$5M | 0.60% |
| $5M–$10M | 0.50% |
| $10M and above | 0.40% |
Fee details and sources
Jeffrey Harris owns 75% or more of JMH Wealth Management. The leadership team of JMH Wealth Management includes Chief Compliance Officer Jeffrey Harris. It has 3 employees, 2 of them in advisory roles.
Leadership
- Jeffrey HarrisManaging Member/Chief Compliance Officer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of JMH Wealth Management, LLC
Jeffrey Harris
Control person · since December 2005
JMH Wealth Management’s regulatory assets grew from $114M (April 2025) to $124M (May 2026); clients were 80 in both filings and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| May 2026 | $124M | 80 | 3 | 2 |
| April 2025 | $114M | 82 | 3 | 2 |
Besides its headquarters, JMH Wealth Management has 1 office, with 2 listed addresses in New Hampshire and Pennsylvania.
New Hampshire · 1 listed address
- 45 Lyme Road, Suite 307, HanoverHQ
Pennsylvania · 1 listed address
- 6681 Ridgeville Street, Pittsburgh
Contact and registration details
- Legal name
- JMH Wealth Management, LLC
- Headquarters
- 45 Lyme Road, Suite 307, Hanover, NH 03755
- Website
- jmhwealth.com
- Phone
- 603-643-8899
- SEC file
- 801-132071
- Structure
- New Hampshire LLC
- Fiscal year end
- December
JMH Wealth Management uses Fidelity ($124M) as custodian for its separately managed accounts. JMH Wealth Management does not have custody of client assets.
- FidelityNational Financial Services LLC · Boston, MA · $124M100%
At year end, JMH Wealth Management’s separately managed accounts were largely in stocks (47%) and bonds (26%).
What the accounts hold
- Stocks47%
- Funds17%
- Bonds26%
- U.S. government and agency bonds22%
- Investment grade corporate bonds4%
- Cash10%
How many clients does JMH Wealth Management have?
JMH Wealth Management has 80 clients and manages $124 million for them, as of May 2026. They include 47 individual clients, 32 high-net-worth individuals and 1 charitable organization.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 May 2026
What services does JMH Wealth Management offer?
JMH Wealth Management provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does JMH Wealth Management charge?
JMH Wealth Management charges 0.40%–1.00% a year for its Investment management fee. Each asset band is charged at its own rate. The fee is billed in arrears.
Source: JMHW PART 2A, filed 1 May 2026
Which custodians does JMH Wealth Management use?
JMH Wealth Management’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $124M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 May 2026
How many financial advisors does JMH Wealth Management have?
JMH Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does JMH Wealth Management invest in?
At the end of its last fiscal year, JMH Wealth Management’s separately managed accounts held 47% exchange-traded equities, 22% U.S. government and agency bonds, 17% registered funds (mutual funds, ETFs, BDCs), 10% cash and equivalents and 4% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns JMH Wealth Management?
JMH Wealth Management’s direct owner is Jeffrey Harris (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 1 May 2026
How does JMH Wealth Management get paid?
JMH Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is JMH Wealth Management registered with the SEC?
Yes, JMH Wealth Management has been registered with the SEC as an investment adviser since 28 February 2025. Its CRD number is 139294 and its SEC file number is 801-132071.
Source: Form ADV Part 1A, Item 1, filed 1 May 2026; IAPD firm record
How do I contact JMH Wealth Management?
JMH Wealth Management’s main office is at 45 Lyme Road, Suite 307, Hanover, NH 03755. Its phone number is 603-643-8899. Its website is jmhwealth.com.