SEC-registered independent wealth management RIA
WEALTH2B
As of its Form ADV filed March 31, 2026, WEALTH2B, an SEC-registered independent wealth management RIA, reported $26.2 million in regulatory assets under management across 32,225 accounts, ranking #12810 among independent RIAs nationally by assets.
Registration
- Main office
- Not reported
- Registration
- SEC-registered, Approved
- CRD number
- 331220
- SEC file number
- 801-130228
- Registered since
- September 25, 2024
- Latest Form ADV filing
- March 31, 2026
- Legal name
- W2B, INC.
- Organized as
- Corporation
- Fiscal year ends
- December
- Other offices
- 0
Key figures
- Regulatory assets under management
- $26.2 million
- Discretionary
- $26.2 million (100.0%)
- Non-discretionary
- $0
- Accounts
- 32,225 (32,225 discretionary)
- Clients
- 32,225, approximate as reported
- Employees
- 6
- Advisory staff
- 1 performing investment advisory functions
- Average account
- $814
- Asset growth, 1 year
- 558.5% (from $4.0 million a year earlier)
- Asset growth, 3-year annual rate
- Not reported
- Asset growth, 5-year annual rate
- Not reported
- Client growth, 1 year
- 1281.3% (from 2,333)
Independent wealth management RIA: individual and high net worth clients hold at least half of its regulatory assets, it offers financial planning or portfolio management for individuals, and it is not a broker-dealer, a bank or part of one by the directory's rules. How firms are classed.
Growth rates come from the SEC's yearly snapshots and are left blank when the years are not comparable.
Rankings
Among independent wealth management RIAs.
| Ranking | Nationally | In state | Value |
|---|---|---|---|
| Largest independent RIAs by assets under management | #12,810 | Not ranked | $26.2 million |
| Independent RIAs with the biggest asset gains over one year | #5,298 | Not ranked | $22.3 million |
| Independent RIAs with the most clients | #32 | Not ranked | 32,225 |
| Independent RIAs with the most accounts | #48 | Not ranked | 32,225 |
| Independent RIAs with the most advisory staff | #10,188 | Not ranked | 1 |
Assets over time
Data table
| As of | RAUM |
|---|---|
| October 1, 2024 | $0 |
| September 2, 2025 | $4.0 million |
| October 2, 2026 | $26.2 million |
Clients and services
Client mix
| Measure | Bar | RAUM |
|---|---|---|
| Individuals (other than high net worth) 32,225 clients | $26.2 million |
How the firm is paid
- A percentage of assets under management
- Subscription fees
Advisory services
- Portfolio management for individuals or small businesses
Financial planning clients (Item 5.H): 0.
Wrap fee program sponsor or portfolio manager: no.
Other business, affiliations and custody
Other business activities (Item 6.A)
None reported.
Financial industry affiliations (Item 7.A)
None reported.
Custody (Item 9)
The firm reported no custody of client cash or securities.
Investment adviser representatives
- IARs registered with the firm
- 0
- Also registered through a broker-dealer
- 0
- Employees who are IARs (Form ADV 5.B(3))
- 0
IAR registrations by jurisdiction are not available for this firm. IAR CE requirements by state.
Counts only. AdvisorIQ does not list individual people.
Disclosures
On Form ADV Item 11 the firm answered yes to 0 disclosure questions. See the detail on IAPD.
Succession and acquired firms
On Form ADV Item 4 the firm did not report succeeding to another adviser's business.
Similar-sized firms
No peers to show.
The five independent RIAs nearest in regulatory assets with a main office in the same state.
Elsewhere
- WEALTH2B on IAPD: Form ADV, brochures and disclosure detail.
- Firm website: wealth2b.com
Firm data as of October 2, 2026, from ia100226.zip. Figures are as the firm reported them; corrections are made on Form ADV and appear after the next monthly reload.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.