What departments does WBH Advisory have?

WBH Advisory has employees across 3 departments including Operations, Finance, Analytics.

What is the largest department at WBH Advisory?

The largest department at WBH Advisory is Operations with 1 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.

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WBH Advisory Employee Directory

Q: Who are WBH Advisory's key employees and leadership?

WBH Advisory's key employees include: President: M. H..

Financial ServicesMaryland, United States11-50 Employees

WBH Advisory, Inc. is a fee-only Registered Investment Advisor. WBH manages investments and provides financial advisory services to a diverse group of clients, including individuals, retirement plans, trusts, and nonprofit organizations.  WBH’s primary office is in Baltimore, Maryland.  

WBH offers several services to its clients, including investment management, financial planning, estate planning, tax planning, insurance analysis, and assistance with general financial affairs.  Our investment advisors are available to answer any questions you might have about your current portfolio and financial situation.  We regularly help clients with major financial lifecycle events, such as retirement, marriage, divorce, and the death of a spouse.

Find WBH Advisory employees' phone numbers or email addresses

WBH Advisory Global Highlights

North America
20

United States Of America
20

Africa
1

Zambia
1

WBH Advisory's Leadership

M. H.
President
Mobile Phone
Email
R. W.
Portfolio Manager
Mobile Phone
Email
B. W.
Portfolio Manager
Mobile Phone
Email
C. B.
Senior Wealth Advisor
Mobile Phone
Email
B. W.
Senior Wealth Advisor
Mobile Phone
Email
A. R.
Operations Specialist
Mobile Phone
Email
J. R.
Wealth Advisor
Mobile Phone
Email
J. H.
Wealth Advisor
Mobile Phone
Email

WBH Advisory Employee Metrics

100%

50%

2026

2025

Banking
Business
Finance
Accounting
Administrative
Other

Contact profiles from WBH Advisory

Name

Title

Contact Info

Location

Last Update

G. J.
Wealth Advisor
Mobile Phone
Email
United StatesMaryland
Jul 29, 2024
G. J.
Wealth Advisor
Mobile Phone
Email
Oct 17, 2024
I. A.
Associate Wealth Advisor
Mobile Phone
Email
Jul 30, 2024
M. S.
Front Desk & Operations Specialist
Mobile Phone
Email
United StatesMaryland
Oct 16, 2025

Frequently Asked Questions

What is WBH Advisory known for?

WBH Advisory was founded in 1986 operates in the Financial Services industry. The company's main headquarters is located in 1829 Reisterstown Road 225 Reisterstown, Maryland United States. 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 April 2026. These team members are located across 2 continents, including North AmericaAfrica.

Who are WBH Advisory's key employees and leadership?

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

President: M. H.
Portfolio Manager: R. W.
Portfolio Manager: B. W.
Senior Wealth Advisor: C. B.
Senior Wealth Advisor: B. W.

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