|
⚲
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| WBH Advisory Inc
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|
|---|---|
| CRD # | 105289 |
| SEC # | 801-27973 |
| CIK # | 0001259671 |
| AUM | $1.7 B (2026-04-30) |
| Employees | 16 (69% Investors, 0% Brokers) |
| Phone | 410-653-7979 |
| Address | 1829 Reisterstown Road, Suite 225 Baltimore, MD 21208 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 18.2 | ||
| Microsoft Corp | 15.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 307 | 135.7 |
| (b) Individuals (high net worth individuals) | 418 | 1,583.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 13.5 |
| (h) Charitable organizations | 10 | 2.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 2.3 |
| (n) Other | 0 | 0.0 |
| Total | 2,335 | 1,737.5 |
| By Discretionary | ||
| Discretionary | 2,335 | 1,737.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,335 | 1,737.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,737.5 | |
| Total | 2,335 | 1,737.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001259671] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
GFI Investment Counsel Ltd
✚
|
1.8 | |
|
Intrua Financial LLC
✚
|
TX | 1.7 |
|
Sapient Private Wealth Management Services LLC
✚
|
OR | 1.7 |
|
Financial Security Advisory Inc
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|
VA | 1.7 |
|
Amplius Wealth Advisors LLC
✚
|
PA | 1.7 |
|
Meridian Wealth Advisors LLC
✚
|
TX | 1.7 |
|
World Investments Inc
✚
|
NJ | 1.7 |
|
Feldman Ingardona & Co
✚
|
IL | 1.7 |
|
RW Investment Management LLC
✚
|
ID | 1.7 |
|
Catalyst Financial Partners LLC
✚
|
MA | 1.7 |