WBH ADVISORY, INC. of BALTIMORE, MD is an SEC-registered investment adviser (CRD 105289). Regulatory assets under management: $1.7B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Marc Jeffrey Hertzberg | CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| Robert Joel Willen | SHAREHOLDER | — |
| Benjamin M Waller | SHAREHOLDER | — |
| WAGNER DANIEL ELLIS | PRESIDENT | — |
| HERTZBERG MARC JEFFREY | CHIEF COMPLIANCE OFFICER; PRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| WILLEN ROBERT JOEL | SHAREHOLDER | — |
| WALLER BENJAMIN M | SHAREHOLDER | — |
| Jeffrey Brian Royce | CHIEF OPERATING OFFICER | — |