RIA Intel›Advisers›Oregon›WBH FINANCIAL SERVICES, LLC

WBH FINANCIAL SERVICES, LLC

Advisory

LAKE OSWEGO, OR

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account

$688K

across 46 accounts

AUM per adviser

$32M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$32M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$32M

Discretionary AUM$32M

Non-Discretionary AUM$96K

Discretionary %99.7%

Total Clients46

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOR

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

46 clients

6 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in OR

Closest by assets under management. All figures from Form ADV.

VESSEL WEALTH ADVISORS LLC

$32M

WATERSHED WEALTH PLANNING LLC

$31M

MONEY MYSTIQUE ASSET MANAGEMENT CO.

LAKE OSWEGO, OR

$31M

SEAM MANAGEMENT CO., LLC

$31M

SUNNYBRANCH WEALTH LLC

$31M

SUSAN A. NESTOR, P.C.

$33M

Get the full picture on WBH FINANCIAL SERVICES, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track WBH FINANCIAL SERVICES, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans