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WBH ADVISORY, INC.

BALTIMORE, MD · CRD 105289 · IAPD ↗ · wbhadvisory.com · 410-653-7979

$1.74BRegulatory AUM
11Advisory reps
16Employees
4Clients
101-250Planning clients
0Private funds
20States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
December 2025 — WBH ADVISORY, INC. notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
72
April 2024 — WBH ADVISORY, INC. reports 101-250 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.