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
S Markham
Managing Partner, Financial PlannerCRD 5064180

Jeremy Hodges
Managing Partner, Financial PlannerCRD 5292862
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
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