WBH ADVISORY, INC.
SEC file number 801-27973
· BALTIMORE, MD
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$1.29B
Discretionary AUM
$1.29B
Employees
14
Clients
3
Firm
- Address
- 1829 REISTERSTOWN ROAD, SUITE 225
BALTIMORE, MD 21208 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- SB Advisory Partners LLC Medium name-match confidence · CIK 2101329 · NY
- MLG Advisory Fund LLC Medium name-match confidence · CIK 2085740 · WI
- Advisory List, Inc. Medium name-match confidence · CIK 2158657 · CA
- Affix Advisory LLC Medium name-match confidence · CIK 2088627 · NJ
- Venn Advisory LLC Medium name-match confidence · CIK 2139947 · UT
- Brown Advisory Group Holdings LLC Medium name-match confidence · CIK 1660716 · MD
- DFS Advisory 1, LLC Medium name-match confidence · CIK 2023847 · TX
- GROVE ADVISORY GROUP LLC Medium name-match confidence · CIK 2076005 · FL
-
Advisory List, Inc. · D · Oct 14, 2026$260K
-
Venn Advisory LLC · D · Jun 11, 2026$60K
-
MLG Advisory Fund LLC · D/A · Mar 9, 2026
-
Brown Advisory Group Holdings LLC · D/A · Feb 26, 2026
-
SB Advisory Partners LLC · D · Feb 19, 2026$8M
-
Affix Advisory LLC · D · Oct 27, 2025$80K
-
MLG Advisory Fund LLC · D · Sep 11, 2025
-
GROVE ADVISORY GROUP LLC · D · Aug 15, 2025$350K
-
Brown Advisory Group Holdings LLC · D/A · Feb 27, 2025
-
DFS Advisory 1, LLC · D/A · Jan 28, 2025$10M