# 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.

- CRD: 331220
- Legal name: W2B, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dover, DE
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/331220
- AdvisorCensus page: https://advisorcensus.com/firm/wealth2b-dover-de-331220

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Asset-based fee: 0.4% to 2% a year (a range, as the brochure states it)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Alpaca Securities LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $26,244,103
- Discretionary: $26,244,103
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 32,225 | $26,244,103 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 6 total, 1 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wealth2b.com
- welta.us

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 5 | September 24, 2024 |
| October 2025 | $3,985,508 | 6 | May 12, 2025 |
| October 2026 | $26,244,103 | 6 | March 31, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $3,985,508 to $26,244,103 (+558%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. WEALTH2B (CRD 331220): Form ADV filing data as of October 2026.