MH Wealth Management

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
4
Advisory reps
2

Firm details

Headquarters
Alpharetta, Georgia
CRD number
310248
Fee structure
Hourly Charges, Fixed Fees
Services
Financial Planning

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • S Markham

    S Markham

    Managing Partner, Financial PlannerCRD 5064180

  • Jeremy Hodges

    Jeremy Hodges

    Managing Partner, Financial PlannerCRD 5292862

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

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