WLH Management Co., Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$21,509,767
Total clients
26
62% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
26
Average account size
$827,299
About
WLH Management Co., Inc. provides ongoing portfolio management and financial planning services to individual and high‑net‑worth clients. The firm prepares client‑specific Investment Policy Statements and offers discretionary investment supervisory services primarily using mutual funds and insurance products, including annuities.
The firm tailors portfolios to each client’s goals, income, tax situation, and documented risk tolerance and conducts at least quarterly reviews of accounts. Its investment methods include charting and technical analysis, and it may employ both long‑ and short‑term trading strategies, including short sales, which the brochure notes carry material risk.
Distinctive features include that the firm’s principal conducts separate brokerage and insurance activities and accepts commissionable compensation for the sale of securities and insurance products; WLH documents those conflicts and informs clients that they may purchase recommended products elsewhere. The brochure also discloses a prior consent order related to minimum net capital that was resolved with amendment and penalty, and the firm manages client assets in‑house rather than using third‑party managers.
Client services
Expertise
Fee options
1.00% annually
Commission compensation accepted for sale of securities and insurance products.
Main office location
WLH Management Co., Inc.
1115 Halle Park Circle
Collierville TN 38017, United States
Number of offices
1
Most active in
Tennessee
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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