Allocator Index · CRD 105289

WBH ADVISORY, INC.

Baltimore, MD · 410-653-7979 · wbhadvisory.com

SEC IAPD record ↗

Fit score

58

  • aum $250M-$3.0B+22
  • hnw>=200+20
  • hnw_majority+8
  • employees 3-60+8

HNW clients

418

Other individuals

307

HNW assets

$1.58B

Total AUM

$1.74B

Employees

16

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

None reported.