RIA Intel›Advisers›Tennessee›WLH MANAGEMENT CO., INC.

WLH MANAGEMENT CO., INC.

Advisory

COLLIERVILLE, TN

Data as of Feb 19, 2026 · Source: SEC Form ADV

Average account

$827K

across 26 accounts

AUM per adviser

$22M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 19, 2026.

Total AUM

$22M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$22M

Discretionary AUM$22M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients26

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InTN

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

26 clients

16 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 TN

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

RICHARD E. EDDY, CFP, LLC

JOHNSON CITY, TN

$22M

POWELLJOHNSON, INC.

$22M

ACB INVESTMENT MANAGEMENT, LLC

CHATTANOOGA, TN

$21M

DELPHI WEALTH MANAGEMENT LLC

$21M

ANDORRA INVESTMENT MANAGEMENT, INC.

COLLEGE GROVE, TN

$22M

JUMPER GROUP INC

CHATTANOOGA, TN

$21M

Get the full picture on WLH MANAGEMENT CO., INC.

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

Create a free account →See plans