# WBH FINANCIAL SERVICES, LLC

WBH FINANCIAL SERVICES, LLC of LAKE OSWEGO, OR is an SEC-registered investment adviser.

## Registration

- CRD: 282071
- Type: SEC-registered investment adviser
- Location: 4500 KRUSE WAY, SUITE 105, LAKE OSWEGO, OR, 97035
- Phone: 503-699-9200
- Latest filing: 2026-03-30
- Regulatory AUM: $31.7M
- Discretionary AUM: $31.6M
- Non-discretionary AUM: $96K
- Clients: 2
- Accounts: 46

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/282071/brochure
- Similar advisers: https://search.stillhousedata.com/firm/282071/similar
- Related entities: https://search.stillhousedata.com/firm/282071/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/282071

---

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.