What departments does WBH Advisory have?

WBH Advisory has employees across 1 departments including Consultant.

What is the largest department at WBH Advisory?

The largest department at WBH Advisory is Consultant with 2 employees.

Where are WBH Advisory employees located globally?

WBH Advisory has employees across 2 continents and 2 countries including Zambia, United States Of America.

How has WBH Advisory's team size changed over time?

WBH Advisory's team has remained stable from approximately 15 to 15 employees based on available data.

WBH Advisory Employee Directory

Financial ServicesMaryland, United States11-50 Employees

WBH Advisory, Inc. is a fee-only Registered Investment Advisor that provides investment management and a range of financial planning services to individuals, retirement plans, trusts, and nonprofit organizations. Based in Baltimore, Maryland, the firm emphasizes guidance across major financial life events and ongoing financial matters, including estate and tax planning, insurance analysis, and general financial affairs. With a client base spanning individuals and organizational entities, WBH Advisory supports portfolios and financial strategies through personalized advisory services tailored to diverse needs.

 operating in the financial services sector, WBH Advisory positions itself as a fiduciary advisor offering comprehensive, face-to-face investment and planning support. The company’s office is located in Baltimore, with its primary address in Maryland, and it serves clients through its advisory services. Notable recent activities include investments in various exchange-traded funds, reflecting ongoing portfolio management work within the firm.

WBH Advisory Global Highlights

North America
19

United States Of America
19

Africa
1

Zambia
1

WBH Advisory's Leadership

J. R.
Wealth Advisor
Mobile Phone
Email
G. J.
Wealth Advisor
Mobile Phone
Email
I. A.
Associate Wealth Advisor
Mobile Phone
Email

WBH Advisory Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Finance
Accounting
Administrative
Other

Contact profiles from WBH Advisory

Name

Title

Contact

Location

Last Update

J. R.
Wealth Advisor
Mobile Phone
Email
Apr 17, 2026
G. J.
Wealth Advisor
Mobile Phone
Email
Oct 17, 2024
I. A.
Associate Wealth Advisor
Mobile Phone
Email
Jun 08, 2026

Frequently Asked Questions

What is WBH Advisory known for?

WBH Advisory was founded in 1986 operates in the Financial Services industry. Explore WBH Advisory's company overview page for more information.

What is WBH Advisory's most common email format?

WBH Advisory employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more WBH Advisory email formats with LeadIQ.

How many employees does WBH Advisory have currently?

WBH Advisory has approximately 14 employees as of August 2026. These team members are located across 2 continents, including North AmericaAfrica.

Who are WBH Advisory's key employees and leadership?

As of August 2026, WBH Advisory's key employees include:

Wealth Advisor: J. R.
Wealth Advisor: G. J.
Associate Wealth Advisor: I. A.

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WBH Advisory Employee Directory

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