WH Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$8,004,015
Clients
34
12% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
34
TypicalAverage account size
$235,412
About
WH Wealth Management serves individuals, families, and small business owners and provides investment advisory services, financial planning (including retirement, estate, tax-saving and college funding planning), and hourly consulting. Insurance products are also available but are offered by the firm’s principal in his separate capacity as a licensed insurance producer rather than through the advisory business.
The firm uses both fundamental and technical analysis, supplemented by third‑party research and corporate filings, and favors mutual funds, low‑cost index funds, and exchange‑traded funds to help limit client costs. Accounts may be managed on a discretionary basis with regular reviews and investments selected to reflect each client’s time horizon, net worth, and risk tolerance.
A distinctive feature is the principal’s active insurance producer license and the disclosed offering of commissionable insurance products outside the advisory platform, an affiliation that is uncommon among independent RIAs. The principal also holds CFP certification, reports supplemental rental income as additional compensation, and continued a predecessor practice through a firm acquisition, all of which are notable disclosures relative to peers.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Cash flow / budgeting
General tax planning
General estate planning guidance
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Fee options
$0 - $5,000: $50 flat fee $5,001 - $1,000,000: 1.0% annually $1,000,001+: Negotiable
$375 per hour, negotiable
Account minimum: No minimum specified by the Advisor; firm states it will work with clients regardless of account size though custodians or mutual fund companies may have their own minimums. Minimum fee: $50 fee for accounts with assets under $5,000
Main office location
WH Wealth Management LLC
Berea KY, United States
Number of offices
1
Most active in
WH Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Kentucky
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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