# WB Advisors Texas LLC

> WB Advisors Texas LLC is a state-registered investment advisory firm in Bellaire, TX, registered since 2021, with no regulatory assets under management reported in its Form ADV filing dated March 20, 2026.

- CRD: 311898
- Filed as: WB ADVISORS TEXAS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Bellaire, TX
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/311898
- AdvisorCensus page: https://advisorcensus.com/firm/wb-advisors-texas-llc-bellaire-tx-311898

## Quick answers

**How is WB Advisors Texas LLC compensated?**
On its Form ADV (Item 5.E, October 2026), WB Advisors Texas LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is WB Advisors Texas LLC located?**
WB Advisors Texas LLC's principal office is in Bellaire, TX, according to its Form ADV.

**Is WB Advisors Texas LLC registered with the SEC or a state?**
WB Advisors Texas LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 311898.

**Does WB Advisors Texas LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/311898

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. WB Advisors Texas LLC (CRD 311898): Form ADV filing data as of October 2026.