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WBH ADVISORY, INC.
BALTIMORE, MD
410-653-7979
SEC #801-27973Total AUM
$1.7B
Employees
16Clients
746Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1829 REISTERSTOWN ROAD, SUITE 225
BALTIMORE
MD 21208
United States
BALTIMORE
MD 21208
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
410-653-7979
Other Offices
4
Financials
Total AUM
$1.7B
Accounts
2,335Discretionary
$1.7B
Accounts
2,335Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
307AUM
$135.7M
HNW Individual Clients
418AUM
$1.6B
Pension/Profit Sharing Plan Clients
6AUM
$13.5M
Charitable Organization Clients
10AUM
$2.8M
Corporation or Business Clients
5AUM
$2.3M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CACODCDEFLGAILMAMDNCNHNJNYOHORPASCTNTXVA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.