WBH ADVISORY, INC.

CRD

105289

SEC file #

801-27973

EIN

521420975

DBA names

—

Economics

AUM

$1.74B

AUM band

$1B+

AUM trajectory

'20 · $637.9M

'21 · $762.2M

'22 · $856.6M

'23 · $1.30B

'25 · $1.49B

'26 · $1.74B

'20'26

$637.9M → $1.74B▲ +172%

sec adv history

Client mix

Individuals High Net Worth	418
Individuals Other	307
Charitable Organizations	10
Pension Profit Sharing Plans	6
Corporations	5

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 8 advisors

'21 · 7 advisors

'22 · 7 advisors

'23 · 10 advisors

'25 · 11 advisors

'26 · 11 advisors

'20'26

8 advisors → 11 advisors▲ +38%

sec adv history

Primary office

BALTIMORE MD

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

04/30/2026

ADV-W filed at

—

Website

wbhadvisory.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

HERTZBERG, MARC, JEFFREY

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

HERTZBERG, MARC, JEFFREY

WALLER, BENJAMIN, M

Solo Advisor Indicator

Succession Risk Solo Owner

Yes

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

WBHADVISORY.COM

Rdap Domain Creation Date

2017-10-09T19:50:58Z

Rdap Firm Age Years

Rdap Firm Age Band

5-10y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Yes

Form 5500 Plan Count

Form 5500 Total Participants

Form 5500 Total Compensation

10,841

Form 5500 Compensation Trajectory 3y

2025	10,841
2024	0

Form 5500 Plan Count Trajectory 3y

2024	1
2025	1

Schedule C Total Compensation

10,841

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001259671

Edgar Registered

Yes

Edgar Filing Count

109

Edgar First Filing Date

2003-08-25

Edgar Last Filing Date

2026-04-27

Edgar 13f Count

107

Edgar 13f Latest AUM Estimate

Filing Date2026-04-27

Accession0001259671-26-000003

Edgar Former Names

WAGNER BOWMAN MANAGEMENT CORP

WAGNER CAPITAL MANAGEMENT CORP

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
E*trade	4
Fidelity	2

adv brochure

Edgar Addresses

Mailing

1829 REISTERSTOWN ROAD,SUITE 225BALTIMORE, MD 21208

Business

1829 REISTERSTOWN ROAD,SUITE 225BALTIMORE, MD 21208

Edgar EIN

521420975

Edgar Recent Filings

13F-HR2026-04-27 · 0001259671-26-000003

13F-HR2026-01-26 · 0001259671-26-000002

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2027-10-09T19:50:58Z

Rdap Domain Last Changed

2025-07-25T14:55:12Z

Rdap Nameservers

Ns09.domaincontrol.comNs10.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Top Owner CRD

3180785

Trust Company Affiliate