{"url":"https://nivawealth.com/firms/jmh-wealth-management-139294","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/139294","regulatoryAum":124093289,"crd":"139294","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7004025","suffix":null,"lastName":"HARRIS","firstName":"COLE","middleName":"ETHAN"},{"crd":"855917","suffix":"MR.","lastName":"HARRIS","firstName":"JEFFREY","middleName":"MARC"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2025-04-02","regulatoryAum":113688701,"clients":82,"employees":3,"offices":2},{"filedOn":"2026-05-01","regulatoryAum":124093289,"clients":80,"employees":3,"offices":2}],"secFileNumber":"801-132071","legalName":"JMH Wealth Management, LLC","displayName":"JMH Wealth Management","slug":"jmh-wealth-management-139294","website":"https://jmhwealth.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/139294/0537cf7892d41d59-r1.webp","tone":"dark","width":1390,"height":200,"sourceUrl":"https://www.jmhwealth.com","sourceLabel":"JMH Wealth Management, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"New Hampshire limited liability company","fiscalYearEnd":"December","headquarters":{"street":"45 Lyme Road, Suite 307","city":"Hanover","state":"NH","stateName":"New Hampshire","country":"United States","postalCode":"03755"},"tradeNames":[],"registration":{"secApproved":"28 February 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1561705.8101265824,"staff":{"employees":3,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":124093289,"discretionary":124093289,"discretionaryAccounts":203,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":47,"regulatoryAum":16909613},{"label":"High-net-worth individuals","clients":32,"regulatoryAum":106465146},{"label":"Charitable organizations","clients":1,"fewerThan5":true,"regulatoryAum":718530}],"feePrograms":[{"role":"main","program":"Investment management fee","feeBasis":"marginal","fee_tiers":[{"to":1000000,"pct":1,"from":0},{"to":3000000,"pct":0.75,"from":1000000},{"to":5000000,"pct":0.6,"from":3000000},{"to":10000000,"pct":0.5,"from":5000000},{"to":null,"pct":0.4,"from":10000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043726","versionId":1043726,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-05-01","documentName":"JMHW PART 2A","fee_rate_low":0.4,"fee_rate_high":1,"fee_negotiable":null,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T13:24:03.800629+00:00","documents":[{"name":"JMHW PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043726","versionId":1043726,"submittedOn":"2026-05-01"}]},"custodians":[{"name":"National Financial Services LLC","shortName":"Fidelity","location":"Boston, MA","smaAssets":124093289}],"custodyNote":"JMH Wealth Management does not have custody of client assets.","leadership":[{"name":"Jeffrey Harris","title":"Managing Member/Chief Compliance Officer","crd":"855917"}],"ownership":[{"label":"Jeffrey Harris","detail":"Managing member/chief compliance officer in the 75% or more ownership band and a control person, since December 2005."}],"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"New Hampshire","offices":1,"addresses":[{"street":"45 Lyme Road, Suite 307","city":"Hanover","headquarters":true}]},{"state":"Pennsylvania","offices":1,"addresses":[{"street":"6681 Ridgeville Street","city":"Pittsburgh"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"603-643-8899","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":"51-100","assetMix":[{"label":"Exchange-traded equity securities","percent":47},{"label":"U.S. government/agency bonds","percent":22},{"label":"Investment grade corporate bonds","percent":4},{"label":"Securities issued by registered investment companies or business development companies","percent":17},{"label":"Cash and cash equivalents","percent":10}],"privateFunds":0},"sources":{"adv1FilingDate":"1 May 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/139294/PDF/139294.pdf","brochureDate":"1 May 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043726","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does JMH Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does JMH Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does JMH Wealth Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does JMH Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does JMH Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does JMH Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns JMH Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does JMH Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is JMH Wealth Management registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact JMH Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 1 May 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}