WBH ADVISORY, INC.

BALTIMORE, Maryland·4 registered advisors·CRD# 105289
SEC# 801-279734410-653-7979
01

Firm Overview

AUM
$1.3B
Regulatory assets under management
Employees
14
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at WBH ADVISORY, INC.

4 registered advisors
Benjamin M Waller
BALTIMORE, Maryland
Daniel Ellis Wagner
BALTIMORE, Maryland
Marc Jeffrey Hertzberg
BALTIMORE, Maryland
Robert Joel Willen
BALTIMORE, Maryland
05

Office Locations

BALTIMORE, Maryland
4 advisors

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Data sourced from SEC Form ADV filings. WBH ADVISORY, INC. (CRD# 105289) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.