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WBH ADVISORY, INC.
CRD 105289 · SEC 801-27973
1829 REISTERSTOWN ROAD, SUITE 225, BALTIMORE, MD, 21208, United States
Phone
410-653-7979
Fax
410-653-8142
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.74B
Discretionary AUM
$1.74B
Team
16 total employees; 11 advisory reps; 4 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 307 | $135.7M |
| High net worth individuals | 418 | $1.58B |
| Pension/profit sharing plans | 6 | $13.5M |
| Charitable organizations | 10 | $2.8M |
| Corporations/business entities | 5 | $2.3M |
States served
CA, CO, DE, DC, GA, IL, MD, MA, NJ, NY, NC, OH, OR, PA, SC, TN, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD