WBH ADVISORY, INC.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $1.74B |
| Discretionary | $1.74B100% of AUM |
| Client Accounts | 2,335 |
| Avg Account Size | $744K |
| Employees | 16 |
| Peak AUM | $1.74BFeb 2026 |
| AUM CAGR | +8.6% /yrover 25 yrs · 76 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.7B | +16.7% | +15.6% | +14.9% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $1.74B |
| Discretionary | $1.74B |
| Employees | 16 |
| Client Accounts | 2335 |
| Client Range | 101-250 |
Contact & Location
Address
1829 REISTERSTOWN ROAD, SUITE 225
BALTIMORE MD 21208
Phone
410-653-7979
Filing History
76 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$1.7B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Insurance Company