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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Maryland
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 30, 2025
- Branch Offices
- 4
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HERTZBERG, MARC, JEFFREY | I | CHIEF COMPLIANCE OFFICER | NA | |
| HERTZBERG, MARC, JEFFREY | I | CHIEF COMPLIANCE OFFICER | NA | |
| HERTZBERG, MARC, JEFFREY | I | CHIEF COMPLIANCE OFFICER | NA | |
| HERTZBERG, MARC, JEFFREY | I | CHIEF COMPLIANCE OFFICER | NA | |
| HERTZBERG, MARC, JEFFREY | I | CHIEF COMPLIANCE OFFICER | NA | |
| HERTZBERG, MARC, JEFFREY | I | CHIEF COMPLIANCE OFFICER | NA | |
| HERTZBERG, MARC, JEFFREY | I | CHIEF COMPLIANCE OFFICER | NA | |
| HERTZBERG, MARC, JEFFREY | I | CHIEF COMPLIANCE OFFICER | NA | |
| HERTZBERG, MARC, JEFFREY | I | CHIEF COMPLIANCE OFFICER | NA | |
| HERTZBERG, MARC, JEFFREY | I | CHIEF COMPLIANCE OFFICER | NA | |
| HERTZBERG, MARC, JEFFREY | I | CHIEF COMPLIANCE OFFICER | NA | |
| HERTZBERG, MARC, JEFFREY | I | CHIEF COMPLIANCE OFFICER | NA | |
| HERTZBERG, MARC, JEFFREY | I | CHIEF COMPLIANCE OFFICER | NA | |
| HERTZBERG, MARC, JEFFREY | I | CHIEF COMPLIANCE OFFICER | NA | |
| HERTZBERG, MARC, JEFFREY | I | CHIEF COMPLIANCE OFFICER | NA | |
| HERTZBERG, MARC, JEFFREY | I | CHIEF COMPLIANCE OFFICER | NA | |
| HERTZBERG, MARC, JEFFREY | I | CHIEF COMPLIANCE OFFICER | NA | |
| HERTZBERG, MARC, JEFFREY | I | CHIEF COMPLIANCE OFFICER | NA | |
| HERTZBERG, MARC, JEFFREY | I | CHIEF COMPLIANCE OFFICER | NA | |
| HERTZBERG, MARC, JEFFREY | I | CHIEF COMPLIANCE OFFICER | NA | |
| HERTZBERG, MARC, JEFFREY | I | CHIEF COMPLIANCE OFFICER | NA | |
| HERTZBERG, MARC, JEFFREY | I | CHIEF COMPLIANCE OFFICER | NA | |
| HERTZBERG, MARC, JEFFREY | I | CHIEF COMPLIANCE OFFICER | NA | |
| HERTZBERG, MARC, JEFFREY | I | CHIEF COMPLIANCE OFFICER | NA | |
| HERTZBERG, MARC, JEFFREY | I | CHIEF COMPLIANCE OFFICER | NA | |
| HERTZBERG, MARC, JEFFREY | I | CHIEF COMPLIANCE OFFICER | NA | |
| HERTZBERG, MARC, JEFFREY | I | CHIEF COMPLIANCE OFFICER | NA | |
| HERTZBERG, MARC, JEFFREY | I | CHIEF COMPLIANCE OFFICER | NA | |
| HERTZBERG, MARC, JEFFREY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HERTZBERG, MARC, JEFFREY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HERTZBERG, MARC, JEFFREY | I | PRESIDENT | E | Control |
| HERTZBERG, MARC, JEFFREY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HERTZBERG, MARC, JEFFREY | I | PRESIDENT | E | Control |
| HERTZBERG, MARC, JEFFREY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HERTZBERG, MARC, JEFFREY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HERTZBERG, MARC, JEFFREY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HERTZBERG, MARC, JEFFREY | I | PRESIDENT | E | Control |
| HERTZBERG, MARC, JEFFREY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HERTZBERG, MARC, JEFFREY | I | PRESIDENT | E | Control |
| HERTZBERG, MARC, JEFFREY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HERTZBERG, MARC, JEFFREY | I | PRESIDENT | E | Control |
| HERTZBERG, MARC, JEFFREY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HERTZBERG, MARC, JEFFREY | I | PRESIDENT | E | Control |
| HERTZBERG, MARC, JEFFREY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HERTZBERG, MARC, JEFFREY | I | PRESIDENT | E | Control |
| HERTZBERG, MARC, JEFFREY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HERTZBERG, MARC, JEFFREY | I | PRESIDENT | E | Control |
| HERTZBERG, MARC, JEFFREY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HERTZBERG, MARC, JEFFREY | I | PRESIDENT | E | Control |
| HERTZBERG, MARC, JEFFREY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HERTZBERG, MARC, JEFFREY | I | PRESIDENT | E | Control |
| HERTZBERG, MARC, JEFFREY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HERTZBERG, MARC, JEFFREY | I | PRESIDENT | E | Control |
| HERTZBERG, MARC, JEFFREY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HERTZBERG, MARC, JEFFREY | I | PRESIDENT | E | Control |
| HERTZBERG, MARC, JEFFREY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HERTZBERG, MARC, JEFFREY | I | PRESIDENT | E | Control |
| HERTZBERG, MARC, JEFFREY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HERTZBERG, MARC, JEFFREY | I | PRESIDENT | E | Control |
| HERTZBERG, MARC, JEFFREY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HERTZBERG, MARC, JEFFREY | I | PRESIDENT | E | Control |
| HERTZBERG, MARC, JEFFREY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HERTZBERG, MARC, JEFFREY | I | PRESIDENT | E | Control |
| HERTZBERG, MARC, JEFFREY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HERTZBERG, MARC, JEFFREY | I | PRESIDENT | E | Control |
| HERTZBERG, MARC, JEFFREY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HERTZBERG, MARC, JEFFREY | I | PRESIDENT | E | Control |
| HERTZBERG, MARC, JEFFREY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HERTZBERG, MARC, JEFFREY | I | PRESIDENT | E | Control |
| HERTZBERG, MARC, JEFFREY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HERTZBERG, MARC, JEFFREY | I | PRESIDENT | E | Control |
| HERTZBERG, MARC, JEFFREY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HERTZBERG, MARC, JEFFREY | I | PRESIDENT | E | Control |
| HERTZBERG, MARC, JEFFREY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HERTZBERG, MARC, JEFFREY | I | PRESIDENT | E | Control |
| HERTZBERG, MARC, JEFFREY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HERTZBERG, MARC, JEFFREY | I | PRESIDENT | E | Control |
| HERTZBERG, MARC, JEFFREY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HERTZBERG, MARC, JEFFREY | I | PRESIDENT | E | Control |
| HERTZBERG, MARC, JEFFREY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HERTZBERG, MARC, JEFFREY | I | PRESIDENT | E | Control |
| HERTZBERG, MARC, JEFFREY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HERTZBERG, MARC, JEFFREY | I | PRESIDENT | E | Control |
| HERTZBERG, MARC, JEFFREY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HERTZBERG, MARC, JEFFREY | I | PRESIDENT | E | Control |
| HERTZBERG, MARC, JEFFREY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HERTZBERG, MARC, JEFFREY | I | PRESIDENT | E | Control |
| HERTZBERG, MARC, JEFFREY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HERTZBERG, MARC, JEFFREY | I | PRESIDENT | E | Control |
| HERTZBERG, MARC, JEFFREY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HERTZBERG, MARC, JEFFREY | I | PRESIDENT | E | Control |
| WAGNER, DANIEL, ELLIS | I | PRESIDENT | E | Control |
| WAGNER, DANIEL, ELLIS | I | PRESIDENT | E | Control |
| WAGNER, DANIEL, ELLIS | I | PRESIDENT | E | Control |
| WAGNER, DANIEL, ELLIS | I | PRESIDENT | E | Control |
| WAGNER, DANIEL, ELLIS | I | PRESIDENT | E | Control |
| WAGNER, DANIEL, ELLIS | I | PRESIDENT | E | Control |
| WAGNER, DANIEL, ELLIS | I | PRESIDENT | E | Control |
| WAGNER, DANIEL, ELLIS | I | PRESIDENT | E | Control |
| WAGNER, DANIEL, ELLIS | I | PRESIDENT | E | Control |
| WAGNER, DANIEL, ELLIS | I | PRESIDENT | E | Control |
| WAGNER, DANIEL, ELLIS | I | PRESIDENT | E | Control |
| WAGNER, DANIEL, ELLIS | I | PRESIDENT | E | Control |
| WAGNER, DANIEL, ELLIS | I | PRESIDENT | E | Control |
| WAGNER, DANIEL, ELLIS | I | PRESIDENT | E | Control |
| WAGNER, DANIEL, ELLIS | I | PRESIDENT | E | Control |
| WAGNER, DANIEL, ELLIS | I | PRESIDENT | E | Control |
| WAGNER, DANIEL, ELLIS | I | PRESIDENT | E | Control |
| WAGNER, DANIEL, ELLIS | I | PRESIDENT | E | Control |
| WAGNER, DANIEL, ELLIS | I | PRESIDENT | E | Control |
| WAGNER, DANIEL, ELLIS | I | PRESIDENT | E | Control |
| WAGNER, DANIEL, ELLIS | I | PRESIDENT | E | Control |
| WAGNER, DANIEL, ELLIS | I | PRESIDENT | E | Control |
| WAGNER, DANIEL, ELLIS | I | PRESIDENT | E | Control |
| WAGNER, DANIEL, ELLIS | I | PRESIDENT | E | Control |
| WAGNER, DANIEL, ELLIS | I | PRESIDENT | E | Control |
| WAGNER, DANIEL, ELLIS | I | PRESIDENT | E | Control |
| WAGNER, DANIEL, ELLIS | I | PRESIDENT | E | Control |
| WAGNER, DANIEL, ELLIS | I | PRESIDENT | E | Control |
| WAGNER, DANIEL, ELLIS | I | PRESIDENT | E | Control |
| WALLER, BENJAMIN, M | I | SHAREHOLDER | B | |
| WALLER, BENJAMIN, M | I | SHAREHOLDER | B | |
| WALLER, BENJAMIN, M | I | SHAREHOLDER | B | |
| WALLER, BENJAMIN, M | I | SHAREHOLDER | B | |
| WALLER, BENJAMIN, M | I | SHAREHOLDER | B | |
| WALLER, BENJAMIN, M | I | SHAREHOLDER | B | |
| WALLER, BENJAMIN, M | I | SHAREHOLDER | B | |
| WALLER, BENJAMIN, M | I | SHAREHOLDER | B | |
| WALLER, BENJAMIN, M | I | SHAREHOLDER | B | |
| WALLER, BENJAMIN, M | I | SHAREHOLDER | B | |
| WALLER, BENJAMIN, M | I | SHAREHOLDER | B | |
| WALLER, BENJAMIN, M | I | SHAREHOLDER | B | |
| WALLER, BENJAMIN, M | I | SHAREHOLDER | B | |
| WALLER, BENJAMIN, M | I | SHAREHOLDER | B | |
| WALLER, BENJAMIN, M | I | SHAREHOLDER | B | |
| WALLER, BENJAMIN, M | I | SHAREHOLDER | B | |
| WILLEN, ROBERT, JOEL | I | SHAREHOLDER | B | |
| WILLEN, ROBERT, JOEL | I | SHAREHOLDER | B | |
| WILLEN, ROBERT, JOEL | I | SHAREHOLDER | B | |
| WILLEN, ROBERT, JOEL | I | SHAREHOLDER | B | |
| WILLEN, ROBERT, JOEL | I | SHAREHOLDER | B | |
| WILLEN, ROBERT, JOEL | I | SHAREHOLDER | B | |
| WILLEN, ROBERT, JOEL | I | SHAREHOLDER | B | |
| WILLEN, ROBERT, JOEL | I | SHAREHOLDER | B | |
| WILLEN, ROBERT, JOEL | I | SHAREHOLDER | B | |
| WILLEN, ROBERT, JOEL | I | SHAREHOLDER | B | |
| WILLEN, ROBERT, JOEL | I | SHAREHOLDER | B | |
| WILLEN, ROBERT, JOEL | I | SHAREHOLDER | B | |
| WILLEN, ROBERT, JOEL | I | SHAREHOLDER | B | |
| WILLEN, ROBERT, JOEL | I | SHAREHOLDER | B | |
| WILLEN, ROBERT, JOEL | I | SHAREHOLDER | B | |
| WILLEN, ROBERT, JOEL | I | SHAREHOLDER | B |
Registrations
Federal
IA
Sep 30, 2025 REGISTERED
Notice Filings (21)
CA CO CT DC DE FL GA IL MA MD NC NH NJ NY OH OR PA SC TN TX VA
Address
1829 REISTERSTOWN ROAD, SUITE 225BALTIMORE, MD 21208
United States
Phone: 410-653-7979