W2B Inc

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W2B Inc
CRD #331220
SEC #801-130228
CIK #
AUM 26.2 M (2026-03-31)
Employees 6 (17% Investors, 0% Brokers)
Fees
Minimum
Phone205-953-6526
Address
Source [IAPD] [Website]
Total AUM ($M)
30241812602010201520212027
Account Minimums and Types of Clients — Form ADV Part 2A (3/31/2026) [Brochure]
TYPES OF CLIENTS

    -   Individuals: Our services are designed to cater to natural persons interested in accessing public
        markets of the U.S., regardless of their level of experience or net worth. We do not discriminate
        based on the size of assets, allowing us to serve both individuals with modest investments and
        those of high net worth.
    -   High Net Worth Individuals: Our investment solutions allow us to serve the needs and investment
        objectives of clients with significantly high net worth, providing strategies aimed at optimizing
        risk-adjusted returns.

              NO SPECIFIC ACCOUNT REQUIREMENTS OR INVESTMENT MINIMUMS

W2B does not establish minimum account requirements to start investing. However, it's important to
note that specific criteria for their clients, including investment minimums, may be defined by a new
Partner, always communicated clearly and transparently to the client before they start investing with W2B.

                                      ADAPTATION OF SERVICES

Through the use of the Platform, W2B personalizes investment services to meet the needs and risk profiles
of each client. The investor profile assessment, whether directly or through integration and collaboration
with a Partner, allows us to determine the most suitable range of services for each client.

                                  COMMUNICATION WITH CLIENTS

All interaction with our clients is conducted through our Platform, either by notifications delivered
through the Platform or by email if the client configures this option.

 WEALTH2B.COM                                                                                         10
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 32,225 26.2
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 32,225 26.2
By Discretionary
Discretionary 32,225 26.2
Non-Discretionary 0 0.0
Total 32,225 26.2
By Non-United States Persons
Non-United States Persons 26.2
United States Persons 0.0
Total 32,225 26.2
Firm Profile (Form ADV)
ServesRetail
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