# WBH Financial Services, LLC

> WBH Financial Services, LLC is a state-registered investment advisory firm in Lake Oswego, OR, registered since 2015, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 282071
- Filed as: WBH FINANCIAL SERVICES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lake Oswego, OR
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/282071
- AdvisorCensus page: https://advisorcensus.com/firm/wbh-financial-services-llc-lake-oswego-or-282071

## Quick answers

**How is WBH Financial Services, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), WBH Financial Services, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is WBH Financial Services, LLC located?**
WBH Financial Services, LLC's principal office is in Lake Oswego, OR, according to its Form ADV.

**Is WBH Financial Services, LLC registered with the SEC or a state?**
WBH Financial Services, LLC is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 282071.

**How much does WBH Financial Services, LLC manage?**
WBH Financial Services, LLC reports $31,653,350 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does WBH Financial Services, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (40); high net worth individuals (6).

**Does WBH Financial Services, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/282071

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $31,653,350
- Discretionary: $31,557,729
- Non-discretionary: $95,621

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 40 | $18,183,510 |
| High net worth individuals | 6 | $13,469,840 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2015 (10 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wbhfinancialservices.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. WBH Financial Services, LLC (CRD 282071): Form ADV filing data as of October 2026.