Wbh Advisory, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Baltimore, MD. Its latest Form ADV filing, dated April 30, 2026, reports $1.7B in regulatory assets under management, 16 employees, 4 offices, and 2,335 accounts.
Assets Under Management
$1.7B
Employees
16
Offices
4 offices
Total Clients
746
Primary office
BALTIMORE, MD
1829 REISTERSTOWN ROAD, SUITE 225, BALTIMORE, MD, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 56.0% of total clients.
Top client categories% of clientsClients
1
HNWI
56.0%
418
2
Individuals
41.2%
307
3
Charitable
1.3%
10
4
Pension Plans
0.8%
6
5
Corporations
0.7%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.7Bas of April 30, 2026
Discretionary100.0%
$1.7B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.7B
Total Accounts2,335
10Y AUM Change+$1.2B (+213.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee47:1
10Y Employee Change+8 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.