# WBH ADVISORY, INC.

WBH ADVISORY, INC. of BALTIMORE, MD is an SEC-registered investment adviser.

## Registration

- CRD: 105289
- Type: SEC-registered investment adviser
- SEC file number: 801-27973
- Location: 1829 REISTERSTOWN ROAD, SUITE 225, BALTIMORE, MD, 21208
- Phone: 410-653-7979
- Latest filing: 2026-04-30
- Regulatory AUM: $1.7B
- Discretionary AUM: $1.7B
- Clients: 16
- Accounts: 2,335

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (8)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105289/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105289/similar
- Related entities: https://search.stillhousedata.com/firm/105289/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105289

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.