RIA · CRD 145680SEC-Registered

Updated:

WH Wealth Management

WH WEALTH MANAGEMENT LLC is an SEC-registered investment adviser in Berea, KY. The firm manages approximately $8 million in regulatory assets.

WH Wealth Management

WH WEALTH MANAGEMENT LLC is an SEC-registered investment adviser in Berea, KY. The firm manages approximately $8 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Location

Region

North America

Frequently asked questions

Who runs WH Wealth Management?

No principals or investment decision-makers are publicly named. The firm has not disclosed leadership in any available source.

What is WH Wealth Management's AUM?

The firm does not publicly report AUM. No credible estimate can be derived from available data.

What investment strategy does WH Wealth Management follow?

The firm has not published its asset allocation, sector focus, or investment approach. No public portfolio companies or deal activity are recorded.

Is WH Wealth Management a single-family office?

The firm's structure is not publicly defined. It is registered as an RIA, but its client base — single family, multi-family, or other — is unknown.

Where is WH Wealth Management headquartered?

The firm's headquarters location is not publicly listed in any accessible source.

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

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