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Robert Joel Willen

Wbh Advisory, Inc.

Baltimore, MD

CRD 4604837

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Employer firm

Wbh Advisory, Inc. CRD 105289

$1.74B regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Wbh Advisory, Inc.

1829 Reisterstown Road, Suite 225, Baltimore, MD 21208 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2012-02-27
MD RA APPROVED 2000-10-23
  • TX RA
    APPROVED_RES
    Since 2012-02-27
  • MD RA
    APPROVED
    Since 2000-10-23

Branch Locations

1829 Reisterstown Road, Suite 225, Baltimore, MD 21208 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wagner Bowman Management Corp Baltimore MD 09/2000 Present
  • 09/2000 → Present
    Wagner Bowman Management Corp
    Baltimore, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-10-16
  • S65 Uniform Investment Adviser Law Examination
    2000-10-16
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC
PATIENT CAPITAL MANAGEMENT, LLC
1919 INVESTMENT COUNSEL, LLC

Nearby Investors

JOHN VINCENT REILLY
ARTHUR SHELDON KARAFIN
AIMEE MAH EUDY

Nearby Offices

EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC · BALTIMORE, MD
PATIENT CAPITAL MANAGEMENT, LLC · BALTIMORE, MD
1919 INVESTMENT COUNSEL, LLC · BALTIMORE, MD

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