WBH Financial Services

WBH FINANCIAL SERVICES, LLC is a state-registered investment adviser in LAKE OSWEGO, OR. The firm manages $32 million in regulatory assets under management on...

WBH Financial Services

WBH FINANCIAL SERVICES, LLC is a state-registered investment adviser in LAKE OSWEGO, OR. The firm manages $32 million in regulatory assets under management on a discretionary basis. It has 2 employees and 1 investment adviser.

Website

wbhfinancialservices.com

General information

Firm type

Asset Manager

What is WBH Financial Services?

WBH Financial Services is a asset manager tracked on Altss.

What does Altss track for WBH Financial Services?

Altss maintains an OSINT-verified profile of WBH Financial Services covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.

What is WBH Financial Services's website?

WBH Financial Services's public website is wbhfinancialservices.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is WBH Financial Services?

WBH Financial Services is classified by Altss as a Asset Manager.

How does Altss source intelligence on WBH Financial Services?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was WBH Financial Services's Altss profile last updated?

WBH Financial Services's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.