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WBI INVESTMENTS, LLC
CRD 106336File 801-22873
APPROVED
Retail clients
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$539.6M
Above cohort median (national)
Discretionary AUM
$539.6M
Clients
770
1,533 accounts
Employees
13
Above cohort median in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Mar 12, 1985
- Principal office
- ONE RIVER CENTRE - 331 NEWMAN SPRINGS ROAD, SUITE 143, RED BANK, NJ, 07701
- Phone
- 732-842-4920
- Website
- http://bullbearinsights.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $539.6M
- Discretionary AUM
- $539.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,533
- Non-discretionary accounts
- 0
- Total accounts
- 1,533
- AUM per client
- $701K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 3 | $2.8M |
| Investment companies | 1 | $140.5M |
| Charitable organizations | 4 | $1.3M |
| High net worth individuals | 58 | $130.5M |
| Pooled investment vehicles | 1 | $160K |
| Pension and profit sharing plans | 2 | $2.9M |
| Individuals (other than high net worth individuals) | 701 | $146.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Educational seminars
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C1
- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 796 | 770 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.