AUM growth WBH Advisory is a fee-only registered investment advisor with revenue between 10M and 25M, suggesting potential to upsell managed accounts, higher-margin advisory services, and expanded AUM through targeted retirement, nonprofit, and trust client acquisition.

Diversified client base Serving individuals, retirement plans, trusts, and nonprofit organizations indicates cross-sell opportunities across financial planning, estate planning, tax planning, and specialized institutional services for larger client segments.

ETF investment activity Recent ETF stakes in Vanguard Health Care ETF, iShares Core S&P Mid-Cap, and Schwab Intermediate-Term U.S. Treasury ETFs show an active, diversified ETF appetite that can be paired with tailored advisory products, model portfolios, and education for clients seeking core and alternative exposures.

Mid-market focus Moderate firm size with a Baltimore base positions WBH Advisory to target regional high-net-worth individuals and mid-size organizations, offering scalable advisory solutions and succession planning services that resonate with growth-oriented clients.

Technology stack Utilizing Google Hosted Libraries, Drupal Multisite, and analytics tools suggests opportunities to bolster digital onboarding, client portal experiences, and data-driven advisory offerings for improved client engagement and cross-sell potential.