$8.0M Total AUM
$8.0M Disc. AUM
-- 3Y CAGR
1 Employees
34 ADV. Clients
19 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-16-2006
- Office Locations
- 1
Office Locations
-- Berea KY
About WH Wealth Management LLC
WH Wealth Management LLC is a Berea, KY registered investment advisor led by CFP professional Harvey R. Little Jr. (Skip). The firm provides retirement planning, ongoing investment management, cash-flow and tax strategies, estate planning, insurance analysis, and college funding support for individuals, families, and small business owners. Portfolios are primarily ETF-based, with limited use of investment-grade corporate bonds and cash.
Team overview
-- AVG AGE
$8.0M AVG AUM / ADVISOR
$235.4K AVG AUM / CLIENT
15.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
Available
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Client Personas
Available
Custodian
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
H
HARVEY ROY LITTLE JR
Owner
- CRD
- #5487935
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,004,015 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,004,015 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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