WBH ADVISORY, INC.
CRD #105289 SEC #801-27973 BALTIMORE, MD 410-653-7979
SEC Registered
Total AUM
$1.5B
Discretionary
$1.5B
Employees
16
Clients
101
Accounts
2,149
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $1.5B | $1.5B | $0 | 16 | 7 |
| Mar 2025 | $1.5B | $1.5B | $0 | 16 | 7 |
| Mar 2025 | $1.5B | $1.5B | $0 | 16 | 7 |
| May 2024 | $1.3B | $1.3B | $0 | 14 | 3 |
| Mar 2024 | $1.3B | $1.3B | $0 | 14 | 3 |
| Mar 2024 | $1.3B | $1.3B | $0 | 14 | 3 |
| Oct 2023 | $1.1B | $1.1B | $0 | 13 | 4 |
| Mar 2023 | $1.1B | $1.1B | $0 | 13 | 4 |
| Feb 2023 | $1.1B | $1.1B | $0 | 13 | 4 |
| Feb 2023 | $1.1B | $1.1B | $0 | 13 | 4 |
| Nov 2022 | $1.3B | $1.3B | $0 | 13 | 7 |
| Nov 2022 | $1.3B | $1.3B | $0 | 13 | 7 |
| Mar 2022 | $1.3B | $1.3B | $0 | 13 | 7 |
| Mar 2022 | $1.3B | $1.3B | $0 | 13 | 7 |
| Nov 2021 | $856.6M | $856.6M | $0 | 9 | 8 |
| Aug 2021 | $856.6M | $856.6M | $0 | 9 | 8 |
| Mar 2021 | $856.6M | $856.6M | $0 | 9 | 8 |
| Oct 2020 | $762.2M | $762.2M | $0 | 9 | 4 |
| Jun 2020 | $762.2M | $762.2M | $0 | 9 | 4 |
| Mar 2020 | $762.2M | $762.2M | $0 | 9 | 4 |
| Aug 2019 | $637.9M | $637.9M | $0 | 8 | 1 |
| Jun 2019 | $637.9M | $637.9M | $0 | 8 | 1 |
| Apr 2019 | $637.9M | $637.9M | $0 | 8 | 1 |
| Mar 2019 | $637.9M | $637.9M | $0 | 8 | 1 |
| Oct 2018 | $644.6M | $644.6M | $0 | 7 | 7 |
| Aug 2018 | $644.6M | $644.6M | $0 | 7 | 7 |
| Mar 2018 | $644.6M | $644.6M | $0 | 7 | 7 |
| Jan 2018 | $555M | $555M | $0 | 8 | 487 |
| Nov 2017 | $555M | $555M | $0 | 8 | 487 |
| Oct 2017 | $555M | $555M | $0 | 8 | 487 |
| Oct 2017 | $555M | $555M | $0 | 8 | 487 |
| Apr 2017 | $555M | $555M | $0 | 8 | 500 |
| Feb 2017 | $555M | $555M | $0 | 8 | 500 |
| Nov 2016 | $457.5M | $457.5M | $0 | 8 | 400 |
| Jul 2016 | $457.5M | $457.5M | $0 | 10 | 400 |
| Jan 2016 | $441.6M | $441.6M | $0 | 10 | 400 |
| Aug 2015 | $467.3M | $467.3M | $0 | 10 | 400 |
| Mar 2015 | $467.3M | $467.3M | $0 | 10 | 400 |
| Jul 2014 | $469.9M | $469.9M | $0 | 11 | 400 |
| Jul 2014 | $409.9M | $409.9M | $0 | 6 | 370 |
| Feb 2014 | $389.1M | $389.1M | $0 | 6 | 370 |
| Aug 2013 | $336.5M | $336.5M | $0 | 6 | 370 |
| Feb 2013 | $336.5M | $336.5M | $0 | 6 | 370 |
| Dec 2012 | $286.7M | $286.7M | $0 | 6 | 300 |
| Aug 2012 | $286.7M | $286.7M | $0 | 6 | 300 |
| Mar 2012 | $286.7M | $286.7M | $0 | 6 | 300 |
| Mar 2012 | $286.7M | $286.7M | $0 | 6 | 300 |
| Mar 2012 | $286.7M | $286.7M | $0 | 6 | 300 |
| Jan 2012 | $286.7M | $286.7M | $0 | 6 | 300 |
| Apr 2011 | $298.2M | $298.2M | $0 | 10 | -- |
| Mar 2011 | $338.8M | $338.8M | $0 | 10 | -- |
| Mar 2010 | $338.8M | $338.8M | $0 | 10 | -- |
| Feb 2009 | $271.1M | $271.1M | $0 | 10 | -- |
| Jan 2008 | $272.2M | $272.2M | $0 | 10 | -- |
| Jan 2007 | $239.8M | $239.8M | $0 | 10 | -- |
| Nov 2006 | $205.9M | $205.9M | $0 | 10 | -- |
| Feb 2005 | $210M | $210M | $0 | 10 | -- |
| Jan 2005 | $210M | $210M | $0 | 10 | -- |
DateSep 2025
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees16
Clients7
DateMar 2025
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees16
Clients7
DateMar 2025
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees16
Clients7
DateMay 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees14
Clients3
DateMar 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees14
Clients3
DateMar 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees14
Clients3
DateOct 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees13
Clients4
DateMar 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees13
Clients4
DateFeb 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees13
Clients4
DateFeb 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees13
Clients4
DateNov 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees13
Clients7
DateNov 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees13
Clients7
DateMar 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees13
Clients7
DateMar 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees13
Clients7
DateNov 2021
Total AUM$856.6M
Discretionary$856.6M
Non-Disc.$0
Employees9
Clients8
DateAug 2021
Total AUM$856.6M
Discretionary$856.6M
Non-Disc.$0
Employees9
Clients8
DateMar 2021
Total AUM$856.6M
Discretionary$856.6M
Non-Disc.$0
Employees9
Clients8
DateOct 2020
Total AUM$762.2M
Discretionary$762.2M
Non-Disc.$0
Employees9
Clients4
DateJun 2020
Total AUM$762.2M
Discretionary$762.2M
Non-Disc.$0
Employees9
Clients4
DateMar 2020
Total AUM$762.2M
Discretionary$762.2M
Non-Disc.$0
Employees9
Clients4
DateAug 2019
Total AUM$637.9M
Discretionary$637.9M
Non-Disc.$0
Employees8
Clients1
DateJun 2019
Total AUM$637.9M
Discretionary$637.9M
Non-Disc.$0
Employees8
Clients1
DateApr 2019
Total AUM$637.9M
Discretionary$637.9M
Non-Disc.$0
Employees8
Clients1
DateMar 2019
Total AUM$637.9M
Discretionary$637.9M
Non-Disc.$0
Employees8
Clients1
DateOct 2018
Total AUM$644.6M
Discretionary$644.6M
Non-Disc.$0
Employees7
Clients7
DateAug 2018
Total AUM$644.6M
Discretionary$644.6M
Non-Disc.$0
Employees7
Clients7
DateMar 2018
Total AUM$644.6M
Discretionary$644.6M
Non-Disc.$0
Employees7
Clients7
DateJan 2018
Total AUM$555M
Discretionary$555M
Non-Disc.$0
Employees8
Clients487
DateNov 2017
Total AUM$555M
Discretionary$555M
Non-Disc.$0
Employees8
Clients487
DateOct 2017
Total AUM$555M
Discretionary$555M
Non-Disc.$0
Employees8
Clients487
DateOct 2017
Total AUM$555M
Discretionary$555M
Non-Disc.$0
Employees8
Clients487
DateApr 2017
Total AUM$555M
Discretionary$555M
Non-Disc.$0
Employees8
Clients500
DateFeb 2017
Total AUM$555M
Discretionary$555M
Non-Disc.$0
Employees8
Clients500
DateNov 2016
Total AUM$457.5M
Discretionary$457.5M
Non-Disc.$0
Employees8
Clients400
DateJul 2016
Total AUM$457.5M
Discretionary$457.5M
Non-Disc.$0
Employees10
Clients400
DateJan 2016
Total AUM$441.6M
Discretionary$441.6M
Non-Disc.$0
Employees10
Clients400
DateAug 2015
Total AUM$467.3M
Discretionary$467.3M
Non-Disc.$0
Employees10
Clients400
DateMar 2015
Total AUM$467.3M
Discretionary$467.3M
Non-Disc.$0
Employees10
Clients400
DateJul 2014
Total AUM$469.9M
Discretionary$469.9M
Non-Disc.$0
Employees11
Clients400
DateJul 2014
Total AUM$409.9M
Discretionary$409.9M
Non-Disc.$0
Employees6
Clients370
DateFeb 2014
Total AUM$389.1M
Discretionary$389.1M
Non-Disc.$0
Employees6
Clients370
DateAug 2013
Total AUM$336.5M
Discretionary$336.5M
Non-Disc.$0
Employees6
Clients370
DateFeb 2013
Total AUM$336.5M
Discretionary$336.5M
Non-Disc.$0
Employees6
Clients370
DateDec 2012
Total AUM$286.7M
Discretionary$286.7M
Non-Disc.$0
Employees6
Clients300
DateAug 2012
Total AUM$286.7M
Discretionary$286.7M
Non-Disc.$0
Employees6
Clients300
DateMar 2012
Total AUM$286.7M
Discretionary$286.7M
Non-Disc.$0
Employees6
Clients300
DateMar 2012
Total AUM$286.7M
Discretionary$286.7M
Non-Disc.$0
Employees6
Clients300
DateMar 2012
Total AUM$286.7M
Discretionary$286.7M
Non-Disc.$0
Employees6
Clients300
DateJan 2012
Total AUM$286.7M
Discretionary$286.7M
Non-Disc.$0
Employees6
Clients300
DateApr 2011
Total AUM$298.2M
Discretionary$298.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$338.8M
Discretionary$338.8M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$338.8M
Discretionary$338.8M
Non-Disc.$0
Employees10
Clients--
DateFeb 2009
Total AUM$271.1M
Discretionary$271.1M
Non-Disc.$0
Employees10
Clients--
DateJan 2008
Total AUM$272.2M
Discretionary$272.2M
Non-Disc.$0
Employees10
Clients--
DateJan 2007
Total AUM$239.8M
Discretionary$239.8M
Non-Disc.$0
Employees10
Clients--
DateNov 2006
Total AUM$205.9M
Discretionary$205.9M
Non-Disc.$0
Employees10
Clients--
DateFeb 2005
Total AUM$210M
Discretionary$210M
Non-Disc.$0
Employees10
Clients--
DateJan 2005
Total AUM$210M
Discretionary$210M
Non-Disc.$0
Employees10
Clients--