WBH FINANCIAL SERVICES, LLC

WBH FINANCIAL SERVICES, LLC of LAKE OSWEGO, OR is an SEC-registered investment adviser (CRD 282071). Regulatory assets under management: $31.7M.

Registration

• CRD: 282071
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 282071 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search