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| W2B Inc
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| CRD # | 331220 |
| SEC # | 801-130228 |
| CIK # | |
| AUM | 26.2 M (2026-03-31) |
| Employees | 6 (17% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 205-953-6526 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Account Minimums and Types of Clients — Form ADV Part 2A (3/31/2026) [Brochure] |
|---|
TYPES OF CLIENTS
- Individuals: Our services are designed to cater to natural persons interested in accessing public
markets of the U.S., regardless of their level of experience or net worth. We do not discriminate
based on the size of assets, allowing us to serve both individuals with modest investments and
those of high net worth.
- High Net Worth Individuals: Our investment solutions allow us to serve the needs and investment
objectives of clients with significantly high net worth, providing strategies aimed at optimizing
risk-adjusted returns.
NO SPECIFIC ACCOUNT REQUIREMENTS OR INVESTMENT MINIMUMS
W2B does not establish minimum account requirements to start investing. However, it's important to
note that specific criteria for their clients, including investment minimums, may be defined by a new
Partner, always communicated clearly and transparently to the client before they start investing with W2B.
ADAPTATION OF SERVICES
Through the use of the Platform, W2B personalizes investment services to meet the needs and risk profiles
of each client. The investor profile assessment, whether directly or through integration and collaboration
with a Partner, allows us to determine the most suitable range of services for each client.
COMMUNICATION WITH CLIENTS
All interaction with our clients is conducted through our Platform, either by notifications delivered
through the Platform or by email if the client configures this option.
WEALTH2B.COM 10 |
| AUM Breakdown | Accounts | AUM ($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) | |
|---|---|
| Serves | Retail |
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|---|---|---|
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|
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|
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✚
|
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