Wbh Advisory, Inc.
● SEC registered since 1986CRD 105289SEC# 801-27973Baltimore, MD
Reg. AUM
$1.74B
Employees
16
Accounts
2,335
Location
Baltimore, MD
Wbh Advisory, Inc. assets under management
Wbh Advisory, Inc. is an investment advisory firm registered with the SEC based in Baltimore, MD. The firm has been registered since 1986. It reports $1.7 billion in regulatory assets under management and employs 16 people.
Wbh Advisory, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin M Waller | Shareholder | 10-25% | 2021 |
| Marc Jeffrey Hertzberg Control | President | Over 75% | 2017 |
| Marc Jeffrey Hertzberg Control | Chief Compliance Officer | Over 75% | 2004 |
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Join to unlock · $37/moFrequently asked questions
How much does Wbh Advisory, Inc. manage?
Wbh Advisory, Inc. reports $1.7 billion in regulatory assets under management on its Form ADV.
How many employees does Wbh Advisory, Inc. have?
Wbh Advisory, Inc. reports 16 employees.
Where is Wbh Advisory, Inc. located?
Wbh Advisory, Inc. is based in Baltimore, MD and has been SEC-registered since 1986.
Does Wbh Advisory, Inc. disclose fund performance?
Wbh Advisory, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1829 Reisterstown Road, Suite 225, Baltimore, MD 21208 |
| Phone | 410-653-7979 |
| Fax | 410-653-8142 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1259671 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.74B▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 24%
Larger than 76% of 16,271 advisers
EmployeesTop 29%
More than 71% of 16,825 advisers
Assets under management
$1.74Bregulatory AUM
Discretionary $1.74B