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WBH FINANCIAL SERVICES, LLC
CRD 282071
4500 KRUSE WAY, SUITE 105, LAKE OSWEGO, OR, 97035, United States
Phone
503-699-9200
Fax
503-699-9202
Registration
— (—)
Source
State registered
Total AUM
$31.7M
Discretionary AUM
$31.6M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 40 | $18.2M |
| High net worth individuals | 6 | $13.5M |
All web addresses on file
Official SEC filing: View on IAPD