WBH ADVISORY, INC.

CRD 105289File 801-27973

APPROVED

Retail clients

Custody

Filing as of Apr 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.74B

Top 25% of cohort (national)

Discretionary AUM

$1.74B

Clients

746

2,335 accounts

Employees

Top 25% of cohort in MD

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: PLRO
Registration date: Oct 3, 1986
Principal office: 1829 REISTERSTOWN ROAD, SUITE 225, BALTIMORE, MD, 21208
Phone: 410-653-7979
Website: HTTP://WWW.WBHADVISORY.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.74B
Discretionary AUM: $1.74B
Non-discretionary AUM: $0
Discretionary accounts: 2,335
Non-discretionary accounts: 0
Total accounts: 2,335
AUM per client: $2.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	5	$2.3M
Charitable organizations	10	$2.8M
High net worth individuals	418	$1.58B
Pension and profit sharing plans	6	$13.5M
Individuals (other than high net worth individuals)	307	$135.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.