WLH MANAGEMENT CO., INC.

Overview

WLH Management Co, Inc. is a small, fee-based advisory firm that focuses on discretionary portfolio management for individuals and small businesses. The firm charges a percentage-of-AUM fee and manages a concentrated client base, favoring pooled public funds and mutual-fund-centric portfolios as its primary allocation strategy. WLH does not position itself as an active ESG investor and is not registered as a multi-state adviser, indicating a locally focused practice. Investment activity centers on using public funds for core equity and fixed income exposure, supplemented by annuities where appropriate. The firm’s stated advisory activity is portfolio management, and its owner-type is individual, which aligns with a boutique practice that tailors portfolios to a limited number of higher-balance clients rather than large institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices