WH Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
WH Wealth Management serves individuals, families, and small business owners with investment advisory services, hourly financial consultation, and comprehensive financial planning that can include retirement, cash‑flow, tax‑saving, estate, insurance needs analysis, and college funding. The firm reported approximately $8.0 million in discretionary assets under management across about 34 client relationships as of 12/31/2025.
The firm generally favors mutual funds, low‑cost index funds, and exchange‑traded funds to manage costs and uses a mix of fundamental and technical analysis, supplemented by third‑party research and regulatory filings, when selecting investments. WH Wealth provides discretionary portfolio management, conducts reviews at least quarterly, and may execute block trades and use custodians such as Altruist Financial and Capital Group (American Funds) to implement client strategies.
A noteworthy feature is that the principal maintains an active insurance producer license and may offer insurance products in a separate capacity, with commissions disclosed to clients — an affiliation the brochure characterizes as not the firm’s primary focus. The firm also discloses that the principal derives residential and commercial rental income as an additional business activity, alongside its CFP certification and Series 65 qualification.
Client services
Expertise
Occupation focus
Fee options
$0 - $5,000: Flat fee $50 annually $5,001 - $1,000,000: 1% annually Greater than $1,000,000+: Negotiable
Insurance product commissions based on product rates disclosed to clients
$400 per hour (negotiable)
Minimum fee: $50 for accounts $0-$5,000 per year
Main office
Berea KY
Advisors at this office
1
Most active in
Kentucky
Also doing business as
Harvey R. Little, Jr. Financial Services · Wh Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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