A complete list of active advisors currently associated with WH Wealth Management LLC
Warmer can help you find a great advisor at WH Wealth Management LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at WH Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Berea, KY
| 15
|
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