Wbh Advisory, Inc. is a large advisory firm based in Baltimore. It manages $637.86 million of regulatory assets for 1,542 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of California, Delaware, District of Columbia, and 11 other states.
Wbh Advisory provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
Wbh Advisory: assets under management
The assets under management (AUM) of Wbh Advisory, Inc. is $637.86 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 15% since the beginning of its operation, and $417 thousand of the total AUM is attributable to clients outside of the United States.
The firm manages $637.86 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $413.66 thousand each.
Wbh Advisory has custody of $88.53 million in cash and securities for 127 clients in total but doesn’t act as a qualified custodian.
Investments
The firm invests in investment and business development companies the most. They account for 48% of the total AUM. The second-largest asset type is exchange traded securities, which make up 27% of the firm’s portfolio. Investments in cash and cash equivalents form 13% of the total invested assets.
