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⚲
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| WBH Advisory Inc
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| |
|---|---|
| CRD # | 105289 |
| SEC # | 801-27973 |
| CIK # | 0001259671 |
| AUM | $1.3 BB (2024-05-10) |
| Employees | 14 (79% Investors, 0% Brokers) |
| Phone | 410-653-7979 |
| Address | 1829 Reisterstown Road, Suite 225 Baltimore, MD 21208 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 16.7 | |
| AAPL | 2,382,844.0 | 15.5 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 394 | 163.5 |
| (b) Individuals (high net worth individuals) | 336 | 1,099.6 |
| (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 | 0 | 22.3 |
| (h) Charitable organizations | 0 | 2.0 |
| (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 | 0 | 7.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,220 | 1,294.5 |
| By Discretionary | ||
| Discretionary | 2,220 | 1,294.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,220 | 1,294.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,294.5 | |
| Total | 2,220 | 1,294.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001259671] |
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|---|---|---|
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Quattro Financial Advisors LLC
✚
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TX | 1.3 |
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MT Asset Management LLC
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NJ | 1.3 |
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CornerStone Wealth Group LLC
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CA | 1.3 |
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Continuum Advisory LLC
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ID | 1.3 |
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Financial Synergies Wealth Advisors Inc
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TX | 1.3 |
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Raffa Wealth Management LLC
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DC | 1.3 |