Conor Jonathan Renn
Investment adviser representative at Wbh Advisory, Inc.
11 yearsExperience
1 stateRegistered in
$1.7BFirm assets
40 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Wbh Advisory, Inc.Jun 2022 to now
- Baldwin Investment Management, LLC.May 2015 to May 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
Wbh Advisory, Inc.
$1.7BAssets managed
746Clients
11Advisers
40 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7664383
- Firm CRD
- 105289