AdvisorCensus / Financial advisors / Delaware / Dover / WEALTH2B
WEALTH2B is an SEC-registered investment advisory firm in Dover, DE, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.
Quick answers
From the filingHow is WEALTH2B compensated?
On its Form ADV (Item 5.E, October 2026), WEALTH2B reports these compensation arrangements: a percentage of assets under its management; subscription fees (for a newsletter or periodical).
How much does WEALTH2B charge?
Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 0.4% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is WEALTH2B located?
WEALTH2B's principal office is in Dover, DE, according to its Form ADV.
Is WEALTH2B registered with the SEC or a state?
WEALTH2B is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 331220.
How much does WEALTH2B manage?
WEALTH2B reports $26,244,103 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).
How have WEALTH2B's assets and staff changed since 2024?
In the Form ADV data for WEALTH2B: Regulatory assets under management: $0 in the October 2024 data and $26,244,103 in the October 2026 data. Total employees: 5 in October 2024 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does WEALTH2B serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (32,225).
Which custodians does WEALTH2B use?
WEALTH2B's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Alpaca Securities LLC as a custodian holding 10% or more of its separately managed account assets.
Does WEALTH2B report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/331220
What changed in WEALTH2B's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $3,985,508 to $26,244,103 (+558%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 0.4% to 2% a year (a range, as the brochure states it)
The brochure's wording
The applied rate varies between 0.4% and 2% annually, depending on the specific investment service chosen by the client.
As stated in the firm's Form ADV Part 2A brochure dated March 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$26,244,103 as of October 2026, filing dated March 31, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- W2B, Inc.
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2024 (2 years)
- Employees
- Total: 6. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $26,244,103 | 6 | March 31, 2026 |
| October 2025 | $3,985,508 | 6 | May 12, 2025 |
| October 2024 | $0 | 5 | September 24, 2024 |
Regulatory assets under management: $0 in the October 2024 data and $26,244,103 in the October 2026 data.
Total employees: 5 in October 2024 and 6 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $3,985,508 to $26,244,103 (+558%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. WEALTH2B (CRD 331220): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/wealth2b-dover-de-331220