| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin M Waller | Shareholder | 10-25% | 2021 |
| Marc Jeffrey Hertzberg Control | President | Over 75% | 2017 |
| Marc Jeffrey Hertzberg Control | Chief Compliance Officer | Over 75% | 2004 |
Wbh Advisory, Inc. reports $1.5 billion in regulatory assets under management on its Form ADV.
Wbh Advisory, Inc. reports 16 employees.
Wbh Advisory, Inc. is based in Baltimore, MD and has been SEC-registered since 1986.
Wbh Advisory, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1829 Reisterstown Road, Suite 225, Baltimore, MD 21208 |
| Phone | 410-653-7979 |
| Fax | 410-653-8142 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1259671 |
| Discloses disciplinary history | No |
| Discretionary | $1.49B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.49B |