Gregory A. Bitz

WBH ADVISORY

SURFSIDE, FL

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CRD#: 2807121

Professional summary

Gregory Aaron Bitz, CFP®, ChFC® is a registered financial advisor currently at WBH ADVISORY, INC. located in Surfside, Florida.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Gregory has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Aaron Bitz's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1998

ChFC^®

Chartered Financial Consultant

Experience

Current

July 7, 2016 - Present

WBH ADVISORY, INC.

RIA

CRD#: 105289

SURFSIDE, FL

Past

November 22, 1996 - July 18, 2016

METROPOLITAN FINANCIAL GROUP, INC.

RIA

CRD#: 115845

CHEVY CHASE, MD

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WBH ADVISORY, INC.

WAGNER BOWMAN MANAGEMENT CORP | WBH ADVISORY, INC. | WAGNER CAPITAL MANAGEMENT CORP

CRD#: 105289 / SEC#: 801-27973

RIA

Registered Investment Advisory firm - (10/3/1986 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(7/26/2021)

IAR

Maryland
(7/7/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/11/1996

Uniform Investment Adviser Law Examination

Current Firm

WBH ADVISORY, INC.

WAGNER BOWMAN MANAGEMENT CORP | WBH ADVISORY, INC. | WAGNER CAPITAL MANAGEMENT CORP

CRD#: 105289 / SEC#: 801-27973

RIA

Registered Investment Advisory firm - (10/3/1986 Approved)

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Contact information

Main Address

1829 Reisterstown Road, Suite 225, Baltimore, MD 21208

Mailing Address

Phone number

(410) 653-7979

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV, PART II (3/11/2025)

Regulatory assets under management

Total Number of Accounts	2,149
AUM (Assets Under Management)	$ 1,488,849,669

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/10/2025	Cover Page	Report
09/26/2024	Cover Page	Report
10/26/2023	Cover Page	Report
12/28/2022	Cover Page	Report

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Gregory A. Bitz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Aaron Bitz's CRS (Customer Relationship Summary).

Certified licenses

Experience

WBH ADVISORY, INC.

METROPOLITAN FINANCIAL GROUP, INC.

Primary Firm SEC Registration

WBH ADVISORY, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/11/1996

Current Firm

WBH ADVISORY, INC.

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

WBH ADVISORY, INC.

TRUST BUT VERIFY

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