# WBH Financial Services

WBH Financial Services is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** https://wbhfinancialservices.com

## Regulatory record

- **CRD number:** 282071
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/282071

## About

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.

## Related profiles

- [Waypoints Financial](https://altss.com/profile/waypoints-financial)
- [Wealth Builder Funds](https://altss.com/profile/wealth-builder-funds-llc)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/wbh-financial-services-llc

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