MH Wealth Management
Firm details
- Headquarters
- Alpharetta, Georgia
- CRD number
- 310248
- Website
- www.mhwealthllc.com
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial Planning
Firm profile
FINTRXOverview
MH Wealth Management is organized as a limited liability company under individual ownership that focuses on financial planning services rather than broad discretionary asset management. The firm bills clients on an hourly and fixed-fee basis, which aligns with a planning-centric model instead of asset-based advisory relationships. MH Wealth Management is not registered as a multi-state adviser and is identified as not actively pursuing ESG integration in its investment approach. The firm is classified as unclassified in the available snapshot and is not listed as a capital allocator.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2
Jeremy Hodges
Managing Partner, Financial PlannerCRD 5292862

S Markham
Managing Partner, Financial PlannerCRD 5064180
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Alpharetta, GA
Fulton
Location
Alpharetta, GA
Headquartered in Alpharetta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 3180 North Point Pkwy
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Clear Investment Research, LLC
RIAAlpharetta, GA
Gibbs Wealth Management, LLC
RIAAlpharetta, GA
The Advisory Firm
RIAAlpharetta, GA
Northstar Investment Partners
RIAAlpharetta, GA
MRP Capital Investments, LLC
RIAAlpharetta, GA
Exit Wealth Advisors
RIAAlpharetta, GA