# WH Wealth Management LLC

> WH Wealth Management LLC is a state-registered investment advisory firm in Berea, KY, registered since 2006, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 18, 2026.

- CRD: 145680
- Filed as: WH WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Berea, KY
- Filing period: October 2026
- Form ADV filing dated: August 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/145680
- AdvisorCensus page: https://advisorcensus.com/firm/wh-wealth-management-llc-berea-ky-145680

## Quick answers

**How is WH Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), WH Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is WH Wealth Management LLC located?**
WH Wealth Management LLC's principal office is in Berea, KY, according to its Form ADV.

**Is WH Wealth Management LLC registered with the SEC or a state?**
WH Wealth Management LLC is a state-registered investment advisory firm, registered since 2006. Status as filed: APPROVED. CRD 145680.

**How much does WH Wealth Management LLC manage?**
WH Wealth Management LLC reports $8,004,015 in regulatory assets under management in its Form ADV filing dated August 18, 2026 (100% discretionary).

**What types of clients does WH Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (30); high net worth individuals (4).

**Does WH Wealth Management 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/145680

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $8,004,015
- Discretionary: $8,004,015
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 30 | $3,613,541 |
| High net worth individuals | 4 | $4,390,474 |

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

### Firm details
- Registered since: 2006 (20 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. WH Wealth Management LLC (CRD 145680): Form ADV filing data as of October 2026.