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WEALTH2B

W2B, INC.

CRD 331220 · SEC 801-130228

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$26.2M

Discretionary AUM

$26.2M

Team

6 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Subscription fees

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

No

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  • SEC IAPD →

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Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals32225$26.2M

All web addresses on file

Official SEC filing: View on IAPD