WH Wealth Management LLC

Overview

WH Wealth Management LLC is an independent, single-owner registered investment adviser that serves individual and family clients with a mix of financial planning and portfolio management tailored to smaller private clients and small businesses. The firm charges a combination of percentage-of-AUM, hourly, and fixed fees and also operates as an insurance broker, which it uses alongside advisory services to deliver holistic planning and risk-management solutions. Investment activity is concentrated in liquid public markets with a clear equity preference; the firm is not positioned as an allocator to external alternative fund managers and does not emphasize ESG in its investment approach. Services focus on personalized planning and discretionary portfolio management for individuals and families, with the advisory mandate generally implemented through exchange-traded instruments and mutual funds. The firm is not a multi-state adviser and does not act as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices