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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-03-1986
- Office Locations
- 3
Office Locations
About WBH Advisory, Inc.
WBH Advisory is a Baltimore-based fee-only, fiduciary RIA providing holistic wealth management—investment management, retirement planning, and legacy-focused planning—for busy professionals, high earners, and retirees. Clients have a dedicated contact, backed by a team that collaboratively shapes recommendations. The firm emphasizes deep credentials across the team (CFA, CFP, attorney, CPA) and custody relationships with Schwab and Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MARC JEFFREY HERTZBERG
Chief Compliance Officer
- CRD
- #3180785
- Ownership
- 75% or more
BENJAMIN M WALLER
Advisor
- CRD
- #5704581
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
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CARRIE ELOISE DURBIN BEREN
Wealth Advisor
- CRD
- #5503753
GREGORY AARON BITZ
Director
- CRD
- #2807121
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,737,525,543 | $744,122 |
| Non-Discretionary | $0 | -- |
| Total | $1,737,525,543 | $744,122 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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