Wh Wealth Management LLC
Wh Wealth Management LLC (CRD# 145680) is a financial advisory firm headquartered in Berea, KY. They manage $5,963,715 in 65 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Wh Wealth Management LLC
By the Numbers
-
Total Assets Under Management6MILLION
-
Total Number of Accounts65ACCOUNTS
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Average Account Value$91,749
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
KY
Financial Advisors at Wh Wealth Management LLC
1
Harvey Little (CRD# 5487935) is an Investment Advisor Representative working at Wh Wealth Management LLC in Berea, KY and has over 18 years of experience in the finance industry.
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