CRD: 282071
WBH Financial Services, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-16-2015
- Office Locations
- 1
Office Locations
About WBH Financial Services, LLC
WBH Financial Services is a Lake Oswego, OR-based advisory firm providing holistic financial planning and wealth management, including retirement, estate, tax and divorce planning. The practice emphasizes tax-efficient strategies and straight-talk guidance, led by founder Brent Hamilton (Master's in Financial Planning, CFP professional, and IRS Enrolled Agent). Portfolios commonly use ETFs and mutual funds and are typically custodied at Charles Schwab.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
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Owner & Executives
WILLIAM BRENT HAMILTON
Chief Compliance Officer
- CRD
- #1582290
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,557,729 | -- |
| Non-Discretionary | $95,621 | -- |
| Total | $31,653,350 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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